← Back to list

HARBOR HILLS, INC.

UUIDdbf89199-6d4c-572a-bbb8-bf72f657d7f3
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:55
Updated2025-10-23 02:23:55

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 312691 312691 1.0
sec_file_number 801-132064 801-132064

Profile

Websitehttps://www.harborhillsinc.com
HQ CityMONTECITO
HQ StateCA
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • HARBOR HILLS FINANCIAL ADVISORS adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)116,000,000.0
  • RAUM (discretionary)89,000,000.0
  • Actionable assets100,000,000.0
  • Accounts232.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM18,000,000.0
  • Charitable AUM0.0
  • HNW AUM82,000,000.0

As of 2025-04-14 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.