BULL HARBOR CAPITAL LLC.

BETHESDA, Maryland·5 registered advisors·CRD# 324995

SEC# 801-1275312804-965-5408

01

Firm Overview

AUM

$174M

Regulatory assets under management

Employees

21

Total firm employees

Advisors

5

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at BULL HARBOR CAPITAL LLC.

5 registered advisors

Candy Johnson Palugi

BETHESDA, Maryland

Kenneth Ross Brodkowitz

BETHESDA, Maryland

Lloyd H Polmateer

BETHESDA, Maryland

Paige Rita Smith Ducey

BETHESDA, Maryland

Sean Patrick Joiner

BETHESDA, Maryland

05

Office Locations

BETHESDA, Maryland

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Data sourced from SEC Form ADV filings. BULL HARBOR CAPITAL LLC. (CRD# 324995) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.