Eagle Harbor Advisors Revenue
Financial Services • 
Boca Raton, Florida, United States • 1-10 Employees
Eagle Harbor Advisors revenue & valuation
| Annual revenue | $684,440 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,200,000 |
| Total funding | No funding |
Key Contacts at Eagle Harbor Advisors
Girish G Navare
Managing Partner And Director Of Investments & Portfolio Management
Joe Vidueira
Partner/Chief Economist And Retirement Plan Director Cpfa®
Glen Turner
Senior Partner / Managing Director
Durgesh Rajawat
Director Of Wealth Management
Denise Mulligan
Director Of Operations
Glen Turner
Senior Partner / Managing Director
Company overview
| Headquarters | 2650 N Military Trail, Boca Raton, Florida 33431, US |
| Phone number | +15615768280 |
| Websites | |
| NAICS | 52 |
| Keywords | Investments, Trusts, Asset Protection, Education Planning, Structured Products, Annuities, Retirement Planning, Insurance, Estate Planning, Risk Mitigation, Legacy Planning, Long-Term Care, Business Exit Planning, Concentrated Stock Mitigation, Proprietary Investment Models, Tax Efficient Strategies |
| Employees | 1-10 |
| Socials |
Eagle Harbor Advisors Email Formats
Eagle Harbor Advisors uses 2 email formats. The most common is {first initial}.{last name} (e.g., j.doe@ehadvisor.com), used 66.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@ehadvisor.com | 66.7% |
{first name}.{last name} | john.doe@ehadvisor.com | 33.3% |
About Eagle Harbor Advisors
Eagle Harbor Advisors was created with one goal in mind... To provide personalized, unparalleled Financial Planning and Wealth Management for our family of clients. Based on the guiding principles of expertise, accountability and caring, we are driven by a desire to make a difference in the outcomes of the lives of those who have entrusted us with one of the most important aspects of their lives. With decades of experience in wealth management and investment expertise, we continue to seek ways to enhance the service and value we bring to our clients. A personal relationship is key and our clients are first priority. We collaborate with you to identify your wealth management challenges and aspirations to create unique, tailored business solutions. Implementation is only the beginning of the journey as we pave the way to achieve each of your financial goals. Our advisors are fiduciaries, putting their client's interests ahead of their own, with a duty to preserve good faith and trust. Being a fiduciary thus requires being bound both legally and ethically to act in the client's best interest. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC (Kestra PWS). Eagle Harbor Advisors is a member firm of Kestra PWS, an affiliate of Kestra IS. Eagle Harbor Advisors and Kestra IS are not affiliated. finra.org/sipc.org This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra PWS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Not all products and services referenced on this site are available in every state or through every advisor listed. Neither Kestra IS nor Kestra PWS provides legal or tax advice. For additional information, please contact our Compliance Department at 844-553-7872.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Eagle Harbor Advisors has 4 employees across 2 departments.
Departments
Number of employees
Funding Data
Eagle Harbor Advisors has never raised funding before.
Eagle Harbor Advisors Tech Stack
Discover the technologies and tools that power Eagle Harbor Advisors's digital infrastructure, from frameworks to analytics platforms.
Performance
Development
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Miscellaneous
IaaS
Analytics
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