Harborview Asset Management LLC
Harborview Asset Management LLC is an SEC-registered ria in Gig Harbor, WA with $124.7M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Harborview Asset Management LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332767, SEC 801-131191, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $124.7M (2026-03-05)
- Firm type
- Ria
- Location
- Gig Harbor, WA
- Employees
- 2
- Clients
- 15
- CRD
- 332767
- Ownership
- BAIRD, RICHARD, KENT; DAVIS, CRAIG, GERALD
How much AUM does Harborview Asset Management LLC have?
Harborview Asset Management LLC reported $124.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Harborview Asset Management LLC?
Disclosed owners and executives of Harborview Asset Management LLC include BAIRD, RICHARD, KENT, DAVIS, CRAIG, GERALD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.