HARBOR CAPITAL ADVISORY SERVICES, INC.

FAIRPORT, New York·3 registered advisors·CRD# 146693
SEC# 801-706741585-425-4090 EXT. 2
01

Firm Overview

AUM
$71M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at HARBOR CAPITAL ADVISORY SERVICES, INC.

3 registered advisors
Frank Anthony Monte
FAIRPORT, New York
Jenny Lee Leach
FAIRPORT, New York
Jeremy T Monte
FAIRPORT, New York
05

Office Locations

FAIRPORT, New York
3 advisors

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Data sourced from SEC Form ADV filings. HARBOR CAPITAL ADVISORY SERVICES, INC. (CRD# 146693) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.