CLEAR HARBOR ASSET MANAGEMENT, LLC

STAMFORD, Connecticut·3 registered advisors·CRD# 152242
SEC# 801-708212212-867-7310
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 PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at CLEAR HARBOR ASSET MANAGEMENT, LLC

3 registered advisors
Aaron John Kennon
STAMFORD, Connecticut
Donald Roger Brooke Liddell
STAMFORD, Connecticut
Ian Alexander Armstrong
STAMFORD, Connecticut
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.