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Loretta Fink Washam

HARBOR CAPITAL MANAGEMENT INC·CHARLOTTE, North Carolina
Unclaimed Profile
831 EAST MOREHEAD STREET, SUITE 350, CHARLOTTE, NC 28202CRD# 4357750Firm CRD# 106722
01

About

Loretta Fink Washam is a registered financial advisor based in CHARLOTTE, North Carolina, affiliated with HARBOR CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HARBOR CAPITAL MANAGEMENT INC
HARBOR CAPITAL MANAGEMENT INC
AUM
$294M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at HARBOR CAPITAL MANAGEMENT INC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4357750
Firm CRD# 106722
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Loretta Fink Washam offer?
Loretta Fink Washam specializes in Financial Planning, Investment Management. Contact their office in CHARLOTTE, North Carolina for a consultation.
What are Loretta Fink Washam's credentials?
Loretta Fink Washam is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Loretta Fink Washam located?
Loretta Fink Washam is based in CHARLOTTE, North Carolina, working with HARBOR CAPITAL MANAGEMENT INC. Their office serves clients in the CHARLOTTE metropolitan area and surrounding communities.
How does Loretta Fink Washam charge for services?
Loretta Fink Washam's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARBOR CAPITAL MANAGEMENT INC?
HARBOR CAPITAL MANAGEMENT INC has approximately 11 employees and manages $294M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HARBOR CAPITAL MANAGEMENT INC

John Andrew Capets
CHARLOTTE, NC
Clarence Mack Washam
CHARLOTTE, NC
Pamela Sheryl Thomas
CHARLOTTE, NC

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Research
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