HARBOR HILLS, INC.
Legal name: HARBOR HILLS FINANCIAL ADVISORS
CRD #312691 SEC #801-132064 MONTECITO, CA 805-698-8172
SEC Registered
Total AUM
$116M
Discretionary
$89M
Employees
3
Clients
10
Accounts
232
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $116M | $89M | $27M | 3 | 0 |
| Feb 2025 | $116M | $89M | $27M | 3 | 0 |
| Jan 2025 | $116M | $89M | $27M | 3 | 0 |
DateApr 2025
Total AUM$116M
Discretionary$89M
Non-Disc.$27M
Employees3
Clients0
DateFeb 2025
Total AUM$116M
Discretionary$89M
Non-Disc.$27M
Employees3
Clients0
DateJan 2025
Total AUM$116M
Discretionary$89M
Non-Disc.$27M
Employees3
Clients0