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CLEAR HARBOR ASSET MANAGEMENT, LLC
CLEAR HARBOR ASSET MANAGEMENT, LLC
STAMFORD, Connecticut
·
3 registered advisors
·
CRD# 152242
SEC# 801-70821
2
212-867-7310
01
Firm Overview
AUM
$1.5B
Regulatory assets under management
Employees
19
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at CLEAR HARBOR ASSET MANAGEMENT, LLC
3 registered advisors
Aaron John Kennon
STAMFORD, Connecticut
CRD# 2877705
Donald Roger Brooke Liddell
STAMFORD, Connecticut
CRD# 309250
Ian Alexander Armstrong
STAMFORD, Connecticut
CRD# 4901391
05
Office Locations
STAMFORD, Connecticut
3 advisors
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Data sourced from SEC Form ADV filings. CLEAR HARBOR ASSET MANAGEMENT, LLC (CRD# 152242) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.