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HARBOR HILLS FINANCIAL ADVISORS
HARBOR HILLS, INC.
CRD 312691 · SEC 801-132064
1485 EAST VALLEY ROAD SUITE 2, MONTECITO, CA, 93111, United States
Phone
805-698-8172
Fax
805-681-1165
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$128.0M
Discretionary AUM
$102.0M
Team
3 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 134 | $79.6M |
| High net worth individuals | 7 | $44.0M |
| Pension/profit sharing plans | 1 | $4.4M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD