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Craig Gerald Davis

HARBORVIEW ASSET MANAGEMENT LLC·GIG HARBOR, Washington
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7201 PIONEER WAY, GIG HARBOR, WA 98335CRD# 4721777Firm CRD# 332767
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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.

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Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
HARBORVIEW ASSET MANAGEMENT LLC
HARBORVIEW ASSET MANAGEMENT LLC
AUM
Regulatory assets under management
Employees
2
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4721777
Firm CRD# 332767
No disclosures on file
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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