Harbor Investment Advisory Revenue
Financial Services • 
Mays Chapel, Maryland, United States • 21-50 Employees
Harbor Investment Advisory revenue & valuation
| Annual revenue | $36,100,000 |
| Revenue per employee | $840,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $115,600,000 |
| Total funding | No funding |
Key Contacts at Harbor Investment Advisory
Geoff Burroughs
Director
Matthew Novak
Managing Director - Financial Advisor
Zandy Rainold
Senior Wealth Strategist & Director Of Family Office Services
Paul Fox
Managing Director - Portfolio Manager
Dod Poe
Director
Champe Andrews
Director
Katrina Kunkler
Director - Chair Of Investment Committee
Jennifer Winslow
Director, Portfolio Manager
Andrew Sullivan
Director
Stephen Kelly
Managing Director
Company overview
| Headquarters | 2330 West Joppa Road, Suite 160, Lutherville, Maryland 21093, US |
| Phone number | +120102025 |
| Websites | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Financial Advisory, Wealth Management, Investment Due Diligence, Portfolio Reporting, Investment Portfolio Design, Family Office Support Sevices, Public And Private Market Funds |
| Founded | 2009 |
| Employees | 21-50 |
| Socials |
Harbor Investment Advisory Email Formats
Harbor Investment Advisory uses 4 email formats. The most common is {first initial}{last name} (e.g., jdoe@harborllc.com), used 87.5% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@harborllc.com | 87.5% |
{first name}{last name} | johndoe@harborllc.com | 5% |
{last name}{last name} | doedoe@harborllc.com | 5% |
{second initial}{last name} | odoe@harborllc.com | 2.5% |
About Harbor Investment Advisory
Harbor Investment Advisory was founded in 2009 with a singular mission to provide investment and wealth advisory services focused exclusively on serving private clients, institutions and family offices throughout the United States. We provide comprehensive investment portfolio design and wealth management for clients seeking personalized attention and meaningful advice from a well-established financial institution. We focus on a limited number of client relationships in order to provide highly customized advice and exceptional service. With decades of experience navigating various market conditions, we offer our perspective, discipline and access to premier investment solutions to assist in the proper stewardship of your assets. We counsel clients with attention to detail in collaboration with your tax and legal professionals on managing the complexities of your wealth. As a private and independent firm, we are able to provide access to a broad spectrum of resources from many of the world’s leading research and asset management providers. Our size is an asset that we prefer to preserve, since being a large organization is less important than having the focus to deliver superior service and objective advice without corporate distractions.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Harbor Investment Advisory has 20 employees across 5 departments.
Departments
Number of employees
Funding Data
Harbor Investment Advisory has never raised funding before.
Harbor Investment Advisory Tech Stack
Discover the technologies and tools that power Harbor Investment Advisory's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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