HARBOR ITHAKA WM, LLC

HARBOR ITHAKA
MIAMI, Florida·1 registered advisor·CRD# 170580
SEC# 801-1131430305-755-7600
01

Firm Overview

AUM
$151M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Investment ManagementRetirement Planning
04

Advisors at HARBOR ITHAKA WM, LLC

1 registered advisor
Javier Alberto Loreto
MIAMI, Florida
05

Office Locations

MIAMI, Florida
1 advisor

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Data sourced from SEC Form ADV filings. HARBOR ITHAKA WM, LLC (CRD# 170580) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.