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Harborlight Investments, LLC

Headquartered in EL CERRITO, CA

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Firm Information

Harborlight Investments, LLC is an investment advisor with 2 investment advisor representatives. They manage approximately $77,212,902 in assets for 289 clients. They offer financial planning, pension consulting, and portfolio management services for individuals and charitable organizations.

Harborlight Investments, LLC

$77.21M

Assets Under Management

10

Total Clients

1

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 individuals

Personalized portfolio management to meet individual financial objectives.

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financial consulting

Financial consulting

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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percentage of assets

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

Branch Locations (2)

HARBORLIGHT INVESTMENTS, LLC has a total of 2 branch locations across the country.
location

SANTA CRUZ, CA

location

EL CERRITO, CA

Advisors at Harborlight Investments, LLC

View All 1 Advisors
Unclaimed
Christopher Vincent Sheehy

CFP®, RA

EL CERRITO, CA

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Jason Errol Draut

CFP®, RA

EL CERRITO, CA

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Disclosures

There are no public disclosures for Harborlight Investments, LLC.

Frequently Asked Questions (5)

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