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    Clear Harbor Asset Management

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    Description

    • Clear Harbor Asset Management LLC is an independent SEC-registered investment advisory firm headquartered in New York City with additional offices in Dallas, Texas and Washington D.C.. The firm was founded with a shared vision to merge first-class, holistic wealth management advice with market leading investment strategy and execution and cutting edge customer-facing technology. The firm provides financial solutions on behalf of individuals, families, foundations, endowments, associations, corporations, and retirement plans. We pride ourselves on our independence, our entrepreneurial spirit, and an unwavering dedication to our clients and our fiduciary responsibilities. The firm is owned entirely by its employeesa team of veteran financial professionals with unparalleled breadth of knowledge and experience. Our team works closely with clients to protect and grow their wealth through best-in-class service and comprehensive financial advice.Our investment managers and advisors work together to allocate capital among and within asset classes based on a comprehensive understanding of specific wealth management objectives and each clients risk tolerance. We strive to incorporate long-term investment objectives within a comprehensive financial plan by coordinating with each clients tax and legal advisors. Clear Harbor is unencumbered by the types of legacy challenges that many firms face and instead maintains a culture of collaboration and a process of open architecture across a range of products and services.Our people are what make Clear Harbor the destination of choice for clients seeking personal attention, transparency, and a relationship rooted in trust. We look forward to continuing our conversations in the years ahead and to building a partnership with each of our clients that will help them reach their unique financial goals.
    • location

      Headquarters:263 Tresser Boulevard , Town Of Stamford, Connecticut, United States

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    • Clear Harbor Asset Management phone

      Phone Number: +1 212-867-7310

    • Clear Harbor Asset Management website

      Website: https://www.clearharboram.com

    • Clear Harbor Asset Management employees

      Employees:11

    • Clear Harbor Asset Management revenue

      Revenue:$1 - 10M

    • Clear Harbor Asset Management legal name

      Legal Name:Clear Harbor Asset Management

    • Clear Harbor Asset Management's Social Media

      Clear Harbor Asset Management linkedin Clear Harbor Asset Management facebook Clear Harbor Asset Management twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    CEO for Clear Harbor Asset Management

    Aaron Kennon

    Co-Founder And Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Ian Armstrong

    Co-Founder And Chief Operating Officer

    Annika Kennon

    Vice President Client Relations

    Jeb Armstrong

    Vice President

    Kirstin Mobyed

    Director

    Jonathan Shafter

    Investment Manager

    Frequently Asked Questions regarding Clear Harbor Asset Management

    • Where are Clear Harbor Asset Management's Headquarters?

      Clear Harbor Asset Management's Headquarters are in 263 Tresser Boulevard ,Town Of Stamford,Connecticut,United States

    • What is Clear Harbor Asset Management's phone number?

      Clear Harbor Asset Management's phone number is +1 212-867-7310

    • What is Clear Harbor Asset Management's official website?

      Clear Harbor Asset Management's official website is https://www.clearharboram.com

    • What is Clear Harbor Asset Management's Revenue?

      Clear Harbor Asset Management's revenue is $1 - 10M

    • What is Clear Harbor Asset Management's NAICS code?

      Clear Harbor Asset Management's NAICS code is 523930

    • How many employees are working in Clear Harbor Asset Management

      Clear Harbor Asset Management has 11 employees

    • What is Clear Harbor Asset Management's Industry?

      Clear Harbor Asset Management is in the industry of Financial Services

    • Who is Clear Harbor Asset Management's CEO?

      Clear Harbor Asset Management's CEO is Aaron Kennon

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