HARBOR CAPITAL ADVISORY SERVICES, INC.
CRD #146693 SEC #801-70674 FAIRPORT, NY 585-425-4090 EXT. 2
SEC Registered
Total AUM
$70.7M
Discretionary
$31.9M
Employees
4
Clients
11
Accounts
326
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $70.7M | $31.9M | $38.9M | 4 | 30 |
| Nov 2017 | $39.3M | $39.3M | $0 | 4 | 40 |
| Sep 2017 | $39.3M | $39.3M | $0 | 4 | 457 |
| Mar 2017 | $39.3M | $39.3M | $0 | 4 | 457 |
| Jul 2016 | $38M | $38M | $0 | 4 | 421 |
| Mar 2016 | $38M | $38M | $0 | 4 | 421 |
| Sep 2015 | $43.1M | $43.1M | $0 | 6 | 479 |
| May 2015 | $43.1M | $43.1M | $0 | 6 | 479 |
| Mar 2014 | $49.5M | $49.5M | $0 | 5 | 439 |
| Jul 2013 | $29.4M | $29.4M | $0 | 5 | 300 |
| Jul 2013 | $29.4M | $29.4M | $0 | 5 | 300 |
| Mar 2013 | $29.4M | $29.4M | $0 | 5 | 300 |
| Aug 2012 | $31.8M | $31.8M | $0 | 1 | 500 |
| Aug 2012 | $31.8M | $31.8M | $0 | 1 | 500 |
| Mar 2012 | $44.6M | $31M | $13.6M | 1 | 500 |
| Mar 2010 | $51.5M | $51.5M | $0 | 10 | -- |
| Sep 2009 | $43.9M | $43.9M | $0 | 5 | -- |
DateMar 2018
Total AUM$70.7M
Discretionary$31.9M
Non-Disc.$38.9M
Employees4
Clients30
DateNov 2017
Total AUM$39.3M
Discretionary$39.3M
Non-Disc.$0
Employees4
Clients40
DateSep 2017
Total AUM$39.3M
Discretionary$39.3M
Non-Disc.$0
Employees4
Clients457
DateMar 2017
Total AUM$39.3M
Discretionary$39.3M
Non-Disc.$0
Employees4
Clients457
DateJul 2016
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees4
Clients421
DateMar 2016
Total AUM$38M
Discretionary$38M
Non-Disc.$0
Employees4
Clients421
DateSep 2015
Total AUM$43.1M
Discretionary$43.1M
Non-Disc.$0
Employees6
Clients479
DateMay 2015
Total AUM$43.1M
Discretionary$43.1M
Non-Disc.$0
Employees6
Clients479
DateMar 2014
Total AUM$49.5M
Discretionary$49.5M
Non-Disc.$0
Employees5
Clients439
DateJul 2013
Total AUM$29.4M
Discretionary$29.4M
Non-Disc.$0
Employees5
Clients300
DateJul 2013
Total AUM$29.4M
Discretionary$29.4M
Non-Disc.$0
Employees5
Clients300
DateMar 2013
Total AUM$29.4M
Discretionary$29.4M
Non-Disc.$0
Employees5
Clients300
DateAug 2012
Total AUM$31.8M
Discretionary$31.8M
Non-Disc.$0
Employees1
Clients500
DateAug 2012
Total AUM$31.8M
Discretionary$31.8M
Non-Disc.$0
Employees1
Clients500
DateMar 2012
Total AUM$44.6M
Discretionary$31M
Non-Disc.$13.6M
Employees1
Clients500
DateMar 2010
Total AUM$51.5M
Discretionary$51.5M
Non-Disc.$0
Employees10
Clients--
DateSep 2009
Total AUM$43.9M
Discretionary$43.9M
Non-Disc.$0
Employees5
Clients--