HARBORVIEW ADVISORS, LLC
Legal name: HARBORVIEW ADVISORS
CRD #173012 SEC #801-80307 PORTLAND, ME 207-775-4900
SEC Registered
Total AUM
$225.3M
Discretionary
$208.9M
Employees
6
Clients
--
Accounts
821
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2021 | $225.3M | $208.9M | $16.4M | 6 | 0 |
| Mar 2021 | $225.3M | $208.9M | $16.4M | 6 | 0 |
| Jun 2020 | $181.5M | $169M | $12.5M | 6 | 0 |
| Mar 2020 | $181.5M | $169M | $12.5M | 6 | 0 |
| Jan 2020 | $174.3M | $161.2M | $13M | 6 | 0 |
| Mar 2019 | $174.3M | $161.2M | $13M | 6 | 0 |
| Mar 2018 | $170.4M | $153.2M | $17.3M | 6 | 0 |
| Mar 2017 | $145.6M | $124.8M | $20.8M | 6 | 300 |
| Mar 2017 | $145.6M | $124.8M | $20.8M | 6 | 342 |
| Mar 2016 | $116M | $96M | $20M | 6 | 300 |
| Mar 2016 | $116M | $96M | $20M | 6 | 300 |
| Feb 2016 | $116M | $96M | $20M | 6 | 300 |
| Feb 2016 | $116M | $96M | $20M | 5 | 300 |
| May 2015 | $110.5M | $79M | $31.5M | 5 | 250 |
| Feb 2015 | $110.5M | $79M | $31.5M | 5 | 250 |
| Oct 2014 | $0 | $0 | $0 | 7 | 0 |
| Sep 2014 | $0 | $0 | $0 | 7 | 0 |
DateApr 2021
Total AUM$225.3M
Discretionary$208.9M
Non-Disc.$16.4M
Employees6
Clients0
DateMar 2021
Total AUM$225.3M
Discretionary$208.9M
Non-Disc.$16.4M
Employees6
Clients0
DateJun 2020
Total AUM$181.5M
Discretionary$169M
Non-Disc.$12.5M
Employees6
Clients0
DateMar 2020
Total AUM$181.5M
Discretionary$169M
Non-Disc.$12.5M
Employees6
Clients0
DateJan 2020
Total AUM$174.3M
Discretionary$161.2M
Non-Disc.$13M
Employees6
Clients0
DateMar 2019
Total AUM$174.3M
Discretionary$161.2M
Non-Disc.$13M
Employees6
Clients0
DateMar 2018
Total AUM$170.4M
Discretionary$153.2M
Non-Disc.$17.3M
Employees6
Clients0
DateMar 2017
Total AUM$145.6M
Discretionary$124.8M
Non-Disc.$20.8M
Employees6
Clients300
DateMar 2017
Total AUM$145.6M
Discretionary$124.8M
Non-Disc.$20.8M
Employees6
Clients342
DateMar 2016
Total AUM$116M
Discretionary$96M
Non-Disc.$20M
Employees6
Clients300
DateMar 2016
Total AUM$116M
Discretionary$96M
Non-Disc.$20M
Employees6
Clients300
DateFeb 2016
Total AUM$116M
Discretionary$96M
Non-Disc.$20M
Employees6
Clients300
DateFeb 2016
Total AUM$116M
Discretionary$96M
Non-Disc.$20M
Employees5
Clients300
DateMay 2015
Total AUM$110.5M
Discretionary$79M
Non-Disc.$31.5M
Employees5
Clients250
DateFeb 2015
Total AUM$110.5M
Discretionary$79M
Non-Disc.$31.5M
Employees5
Clients250
DateOct 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateSep 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0