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Harbor Investment Advisory, LLC

Headquartered in LUTHERVILLE, MD

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Firm Information

Harbor Investment Advisory, LLC is an investment advisory firm formed in June 2009 that provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm is headquartered in Lutherville, Maryland, and has a total of 43 employees, including 14 licensed agents and 29 investment adviser representatives. As of 2023, the firm manages approximately $5.23 billion in assets for over 3,169 clients.

Harbor Investment Advisory, LLC

2330 W. JOPPA ROAD

LUTHERVILLE, MD 21093

$5.23B

Assets Under Management

34

Total Clients

28

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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 (3)

HARBOR INVESTMENT ADVISORY, LLC has a total of 3 branch locations across the country.
location

Rockville, MD

location

Lutherville, MD

location

LUTHERVILLE, MD

Advisors at Harbor Investment Advisory, LLC

View All 28 Advisors
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Katrina Marya Kunkler

RA

LUTHERVILLE, MD

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Daniel Lawrence Baker

RA

LUTHERVILLE, MD

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Jessie Lake Willinghan

RA

LUTHERVILLE, MD

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John Thomas Halleron

CFP®, RA

Lutherville, MD

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Gregory Edward Paranzino

CFP®, RA

Lutherville, MD

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Fremont James Knittle

RA

Lutherville, MD

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Elias D. Poe

RA

LUTHERVILLE, MD

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Unclaimed
Jennifer Lowe Winslow

CFP®, RA

Lutherville, MD

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Disclosures

There are no public disclosures for Harbor Investment Advisory, LLC.

Frequently Asked Questions (10)

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