|
Flagship Harbor Advisors LLC
✚
|
|
|---|---|
| CRD # | 155733 |
| SEC # | 801-71997 |
| CIK # | 1691766 |
| AUM | $1.4 BB (100% Disc, 100% US) |
| Employees | 54 (100% Investors, 100% Brokers) |
| Phone | 857-350-4229 |
| Address | 346 Commercial Street Boston, MA 02109 |
| Source |
IAPD
EDGAR
Website
LinkedIn
|
| Total AUM ($BB) |
|---|
| Sector | Holding | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| VTI | 12.2 | ||
| AAPL | 843,560.0 | 10.1 | |
| VB | 6.7 | ||
| VWO | 6.5 | ||
| VEA | 6.2 | ||
| AMZN | 820,610.0 | 6.1 | |
| IJR | 5.8 | ||
| SDY | 4.8 | ||
| HQL | 387.1 | 4.2 | |
| JNJ | 369,000.0 | 4.1 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Morgan Stanley & Co Incorporated
✚
|
NY | 1.4 |
|
Pegasus Partners Ltd
✚
|
WI | 1.4 |
|
Comperio Retirement Consulting Inc
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NC | 1.4 |
|
The Clarius Group LLC
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|
WA | 1.4 |
|
St Germain Investment Management Inc
✚
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MA | 1.4 |
|
Ferguson EMMA Josie
✚
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CA | 1.4 |
|
Bingham Legg Advisers LLC
✚
|
MA | 1.4 |
|
IPG Investment Advisors LLC
✚
|
CA | 1.4 |
|
Brown Advisory Ltd
✚
|
1.4 |
|
|
Sentry Advisors LLC
✚
|
CA | 1.4 |