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HARBOR INVESTMENT ADVISORY, LLC

SEC Form ADV profile.

Total regulatory AUM
$6,869,215,640
Discretionary
$3,653,945,262
Non-discretionary
$3,215,270,378

Firm details

CRD number
151085
SEC file number
801-70893
Main office
LUTHERVILLE, MD, United States
Employees
35
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.