HARPSWELL CAPITAL ADVISORS, LLC

NEW GLOUCESTER, Maine·3 registered advisors·CRD# 168996
SEC# 801-1108250207-926-1380
01

Firm Overview

AUM
$446M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at HARPSWELL CAPITAL ADVISORS, LLC

3 registered advisors
John Patrick Moore
NEW GLOUCESTER, Maine
Vanessa Michelle Bryant
NEW GLOUCESTER, Maine
Wendy K Ralph
NEW GLOUCESTER, Maine
05

Office Locations

NEW GLOUCESTER, Maine
3 advisors

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Data sourced from SEC Form ADV filings. HARPSWELL CAPITAL ADVISORS, LLC (CRD# 168996) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.