HARBORVIEW ASSET MANAGEMENT LLC
CRD #332767 SEC #801-131191 GIG HARBOR, WA 253-432-1001
SEC Registered
Total AUM
$108.5M
Discretionary
$108.5M
Employees
2
Clients
--
Accounts
32
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 22, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BAIRD, RICHARD, KENT | I | CIO | NA | Control |
| BAIRD, RICHARD, KENT | I | CIO | NA | Control |
| BAIRD, RICHARD, KENT | I | CIO | NA | Control |
| DAVIS, CRAIG, GERALD | I | MANAGING MEMBER, CCO | E | Control |
| DAVIS, CRAIG, GERALD | I | MANAGING MEMBER, CCO | E | Control |
| DAVIS, CRAIG, GERALD | I | MANAGING MEMBER, CCO | E | Control |
Registrations
Federal
IA
Jan 22, 2025 REGISTERED
Notice Filings (3)
TX UT WA
Address
7201 PIONEER WAYSTE B202
GIG HARBOR, WA 98335
United States
Phone: 253-432-1001