OAK HARBOR CAPITAL, LLC

SEATTLE, Washington·13 registered advisors·CRD# 169089
SEC# 801-803540855-330-9520
01

Firm Overview

AUM
$553M
Regulatory assets under management
Employees
25
Total firm employees
Advisors
13
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: SERVICING FEES FOR DEBT RECOVERY SERVICES.
03

Specialties

Retirement Planning
04

Advisors at OAK HARBOR CAPITAL, LLC

13 registered advisors
Aaron Edwards
SEATTLE, Washington
Aaron Ray Johnson
SEATTLE, Washington
Bruce Bennion Johnson
SEATTLE, Washington
David Gottlieb
SEATTLE, Washington
Gary K Chan
SEATTLE, Washington
Joseph Piccini
SEATTLE, Washington
Michael Louis Basile
SEATTLE, Washington
Peter Joseph Fitzpatrick
SEATTLE, Washington
Sara Starks
SEATTLE, Washington
Stephen Leroy Bell
SEATTLE, Washington
Terry Grosvenor
SEATTLE, Washington
Tony Yew-Ming Yu
SEATTLE, Washington
William Stephen Weinstein
SEATTLE, Washington
05

Office Locations

SEATTLE, Washington
13 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. OAK HARBOR CAPITAL, LLC (CRD# 169089) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.