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HARBOR HILLS FINANCIAL ADVISORS
Investment Advice|MONTECITO, CA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$116M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 89.0M |
| Non-Discretionary | 27.0M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 312691 |
| SEC Number | 801-132064 |
| Street Address | 1485 EAST VALLEY ROAD SUITE 2 |
| Location | MONTECITO, CA 93111 |
| Country | United States |
| Phone | 805-698-8172 |
| Fax | 805-681-1165 |
| Total Employees | 3 |
Client Count by Type (104 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 70 |
| High Net Worth Individual… | 33 |
| Pension/Profit Sharing Pl… | 1 |
County data not available for this organization.