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Paul David Fortin

HARBOR ISLAND CAPITAL LLC·TOPSFIELD, Massachusetts
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7 GROVE STREET, TOPSFIELD, MA 01983CRD# 4338150Firm CRD# 107457
01

About

Paul David Fortin is a registered financial advisor based in TOPSFIELD, Massachusetts, affiliated with HARBOR ISLAND CAPITAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
HARBOR ISLAND CAPITAL LLC
HARBOR ISLAND CAPITAL LLC
AUM
$208M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at HARBOR ISLAND CAPITAL LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4338150
Firm CRD# 107457
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Paul David Fortin offer?
Paul David Fortin specializes in Investment Management, Fee-Only Advisory. Contact their office in TOPSFIELD, Massachusetts for a consultation.
What are Paul David Fortin's credentials?
Paul David Fortin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Paul David Fortin located?
Paul David Fortin is based in TOPSFIELD, Massachusetts, working with HARBOR ISLAND CAPITAL LLC. Their office serves clients in the TOPSFIELD metropolitan area and surrounding communities.
How does Paul David Fortin charge for services?
Paul David Fortin's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARBOR ISLAND CAPITAL LLC?
HARBOR ISLAND CAPITAL LLC has approximately 2 employees and manages $208M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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