Adviser Profile
| As of Date | 03/05/2025 |
| Registration status | Registration Changed to HARBOR HILLS, INC. |
| ADV Location | MONTECITO, CA, United States |
| Contact Info | 805 xxxxxxx |
| Websites |
| AUM* | 116,000,000 27% |
| of that, discretionary | 89,000,000 27% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 500,000 12% |
| % High Net Worth | 31.73% -3% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
No private funds