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HARBORLIGHT INVESTMENTS, LLC
CRD 285805
516 EL CERRITO PLAZA, EL CERRITO, CA, 94530, United States
Phone
510-558-8272
Fax
510-906-0193
Registration
— (—)
Source
State registered
Total AUM
$105.8M
Discretionary AUM
$105.8M
Team
2 total employees; 2 advisory reps; 15 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingFINANCIAL CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 86 | $24.1M |
| High net worth individuals | 56 | $80.3M |
| Charitable organizations | 1 | $1.4M |
All web addresses on file
Official SEC filing: View on IAPD