COLD HARBOR FINANCIAL, INC.

MECHANICSVILLE, Virginia·1 registered advisor·CRD# 317375
SEC# 801-1230260804-559-7808
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at COLD HARBOR FINANCIAL, INC.

1 registered advisor
Jason Thomas Blount
MECHANICSVILLE, Virginia
05

Office Locations

MECHANICSVILLE, Virginia
1 advisor

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Data sourced from SEC Form ADV filings. COLD HARBOR FINANCIAL, INC. (CRD# 317375) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.