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HARBOR ADVISORS

WEST PALM BEACH, FL · CRD 312432 · IAPD ↗ · 561-459-2946

$851.7MRegulatory AUM
1Advisory reps
1Employees
1Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2024 — HARBOR ADVISORS reported RAUM up 26% ($546.7M -> $690.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.