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Bull Harbor Capital LLC

Headquartered in BETHESDA, MD

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Firm Information

Bull Harbor Capital LLC is an investment advisor registered with the SEC and located in Bethesda, Maryland. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and other entities. They manage approximately $173,912,114 in regulatory assets under management. Their services are focused on providing customized investment solutions tailored to meet the specific needs of their clients.

Bull Harbor Capital LLC

7101 WISCONSIN AVENUE, SUITE 1202

BETHESDA, MD 20814

$173.91M

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (22)

BULL HARBOR CAPITAL LLC has a total of 22 branch locations across the country.
location

Watertown, NY

location

Summerville, SC

location

Fairfield, CT

location

Bentonville, AR

location

Sarver, PA

location

Copiague, NY

location

Chicago, IL

location

Lakewood, CO

location

Mt Pleasant, SC

location

Simpsonville, SC

location

Vancouver, WA

location

Cuyahoga Falls, OH

location

River Vale, NJ

location

Bellport, NY

location

Leo, IN

location

BETHESDA, MD

location

Bothell, WA

location

Delanson, NY

location

Las Vegas, NV

location

Medford, NY

location

New Hyde Park, NY

location

Tempe, AZ

Advisors at Bull Harbor Capital LLC

View All 16 Advisors
Unclaimed
Chad Jeffrey McMains

RA

Bentonville, AR

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Unclaimed
Misha Britt Schryer

RA

LAKEWOOD, CO

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Unclaimed
Mie Higashimori Field

RA

Bothell, WA

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Unclaimed
Carolyn D Weldon

RA

WATERTOWN, NY

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Unclaimed
Johnathon Walter Perog

RA

Delanson, NY

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Unclaimed
Brian Andrew Gardner

RA

BETHESDA, MD

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Unclaimed
Nicholas Robert Winters

RA

BETHESDA, MD

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Unclaimed
Danay Radovic

RA

Simpsonville, SC

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Disclosures

There are no public disclosures for Bull Harbor Capital LLC.

Frequently Asked Questions (6)

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