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Financial Advisor   

$600MM AUM | $4.5MM GDC in New York, NY

Member Level
Premier
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
New York, NY, US
12 Month Gross Revenue
$4,500,000
Number of Accounts
900
Avg Client Age
60

Overview

Clear Harbor Asset Management LLC is an independent SEC-registered investment advisory firm headquartered in New York City with additional offices in Dallas Texas and Washington D.C..

The firm currently manages assets on behalf of individuals, families, endowments, corporations, and retirement plans. We pride ourselves on our independence, our entrepreneurial spirit and an unwavering dedication to our clients. The firm is owned entirely by its employees—a team of veteran financial professionals with unparalleled breadth of knowledge and experience working closely with clients to protect and grow their wealth while providing best-in-class service and comprehensive financial advice. Our investment management team invests across all asset classes and sectors of the economy in domestic as well as international markets.

 
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