Unclaimed Profile

Craig Gerald Davis

HARBORVIEW ASSET MANAGEMENT LLC·GIG HARBOR, Washington

Clean recordHARBORVIEW ASSET MANAGEMENT LLC

7201 PIONEER WAY, GIG HARBOR, WA 98335CRD# 4721777Firm CRD# 332767

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Craig Gerald Davis · GIG HARBOR, WA

Registration

CRD #4721777 · HARBORVIEW ASSET MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Craig Gerald Davis is a registered financial advisor based in GIG HARBOR, Washington, affiliated with HARBORVIEW ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

HARBORVIEW ASSET MANAGEMENT LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at HARBORVIEW ASSET MANAGEMENT LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4721777

Firm CRD# 332767

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Craig Gerald Davis offer?

Craig Gerald Davis specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in GIG HARBOR, Washington for a consultation.

What are Craig Gerald Davis's credentials?

Craig Gerald Davis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig Gerald Davis located?

Craig Gerald Davis is based in GIG HARBOR, Washington, working with HARBORVIEW ASSET MANAGEMENT LLC. Their office serves clients in the GIG HARBOR metropolitan area and surrounding communities.

How does Craig Gerald Davis charge for services?

Craig Gerald Davis'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 HARBORVIEW ASSET MANAGEMENT LLC?

HARBORVIEW ASSET MANAGEMENT LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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