Harpswell Capital Advisors, LLC
Harpswell Capital Advisors, LLC (CRD# 168996) is a financial advisory firm headquartered in New Gloucester, ME. They manage $446,184,778 in 56 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management446MILLION
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Total Number of Accounts56ACCOUNTS
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Average Account Value$7,967,585
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
ME
Financial Advisors at Harpswell Capital Advisors, LLC
1
John Moore (CRD# 5486450) is an Investment Advisor Representative working at Harpswell Capital Advisors, LLC in New Gloucester, ME and has 1 year of experience in the finance industry.
2
Claude Perrier (CRD# 4557418) is an Investment Advisor Representative working at Harpswell Capital Advisors, LLC in New Gloucester, ME and has over 23 years of experience in the finance industry.
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