Harbor Asset Private Wealth
Financial Services • 
Riverside, Connecticut, United States • 1-10 Employees
Company overview
| Headquarters | 12 - 15 Perkley Lane, Greenwich, CT 06878, US |
| Phone number | +12037420505 |
| Website | |
| NAICS | 52 |
| Keywords | Private Equity, Income Planning, Lending, Retirement Planning, Financial Planning, Alternative Investments, Hedge Funds, Investment Management, Legacy Planning, Creative Solutions, Business Lending, Gifting, Stock Trading, Private Credit, Portfolio Based Lending |
| Founded | 2021 |
| Employees | 1-10 |
| Socials |
Key Contact at Harbor Asset Private Wealth
Marti Marache
Founder & Ceo
Harbor Asset Private Wealth Email Formats
Harbor Asset Private Wealth uses 1 email format. The most common is {first initial} (e.g., j@harborassetpw.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@harborassetpw.com | 100% |
About Harbor Asset Private Wealth
Harbor Asset Private Wealth was founded in 2021 by Marti Marache, a seasoned wealth manager with a reputation for providing genuine care and attention to each of her clients and their families. For 35 years, Marti has had the pleasure to work with a wide variety of people who all shared the desire to better manage their wealth so they could do more with their lives. Today, Harbor Asset is an independent firm, providing objective advice, detailed financial planning, goals-based investment management, and creative solutions for every financial challenge our clients face. We are true fiduciaries, bound to put our clients’ best interests first. Moreover, we are advocates for their ambitions, champions for their dreams. Our clients trust us to be the stewards of their assets, and through the deep relationships we foster with them, they see us as their allies, seated alongside them as peers collaborating for success. We are Registered Representatives of Sanctuary Securities Inc. (Member FINRA, SIPC) and Investment Advisor Representatives of Sanctuary Advisors, LLC, an SEC Registered Investment Advisor. Everything we do for you is tailored to your specific needs and goals. From asset allocations to investment selections to the personal service we provide every day, our approach to serving you focuses on you as an individual. We are at the ready to help in every instance.
Harbor Asset Private Wealth revenue & valuation
| Annual revenue | $598,885 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $2,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Harbor Asset Private Wealth has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Harbor Asset Private Wealth has never raised funding before.
Harbor Asset Private Wealth Tech Stack
Discover the technologies and tools that power Harbor Asset Private Wealth's digital infrastructure, from frameworks to analytics platforms.
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Spain
Netherlands
United Kingdom
France
Frequently asked questions
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