Harborview Advisors

Company Profile

Harborview Advisors is an investment advisor in Portland with $225.33 mm assets under management.

Website

Incorporated

Location

Fiscal year end

SEC CIK

IRS number

471967585

SEC advisor number

801-80307

FINRA CRD number

173012

AUM ?

$225.33 mm (as of 23 Apr 21)

Accounts

821 (as of 23 Apr 21)

Employees

6 (6 investment advisory or research)

Address

Harborview Advisors
ONE CITY CENTER - 8TH FLOOR
PORTLAND
ME 04101

Office hours

Monday - Friday, 8:30AM - 5:00PM

Phone

(207) 775-4900

Brochures

Owner	Title	From	%Ownership
Stong, Daryl, Trenton	Chief Operating Officer and Manager	09/2014	< 5%
Swenson, Drew, Erik	Managing Member	09/2014	> 75%
Harborview Investments, LLC	Managing Member	09/2014	> 75%
Hi Holdings, LLC	Member	09/2014	25-50%
Todd, William, Robert	President	09/2014	< 5%
Krigman, Harry, Marc	Principal	09/2014	< 5%
Krigman, Harry, Marc	Owner	11/2015	25-50%
Stong, Daryl, Trenton	Owner	11/2015	25-50%
Todd, William, Robert	Owner	11/2015	25-50%
Guarino, Peter, Roserio	Chief Compliance Officer	01/2020	< 5%