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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 14, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| REHAGE, CONNER, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REHAGE, CONNER, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| REHAGE, CONNER, DAVID | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 14, 2025 REGISTERED
Notice Filings (2)
CA TX
Address
1485 EAST VALLEY ROAD SUITE 2MONTECITO, CA 93111
United States
Phone: 805-698-8172