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Harborview Asset Management LLC

● SEC registered since 2024CRD 332767SEC# 801-131191Gig Harbor, WA
Export (members)
Reg. AUM
$124.7M
Employees
2
Accounts
32
Location
Gig Harbor, WA

Harborview Asset Management LLC assets under management

Harborview Asset Management LLC is a registered investment adviser overseen by the SEC based in Gig Harbor, WA. The firm has been registered since 2024. It reports $124.7 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Harborview Asset Management LLC owners & executives

2 reported
NameTitleOwnershipSince
Craig Gerald Davis ControlManaging Member, CcoOver 75%2024
Richard Kent Baird ControlCioUnder 5%2024

Frequently asked questions

How much does Harborview Asset Management LLC manage?

Harborview Asset Management LLC reports $124.7 million in regulatory assets under management on its Form ADV.

How many employees does Harborview Asset Management LLC have?

Harborview Asset Management LLC reports 2 employees.

Where is Harborview Asset Management LLC located?

Harborview Asset Management LLC is based in Gig Harbor, WA and has been SEC-registered since 2024.

Does Harborview Asset Management LLC disclose fund performance?

Harborview Asset Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7201 Pioneer Way, Ste B202, Gig Harbor, WA 98335
Phone253-432-1001
Office hours8:00 a.m. To 4:30 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$124.7M
Non-discretionary$0
Total (RAUM)$124.7M