Harborview Asset Management LLC
● SEC registered since 2024CRD 332767SEC# 801-131191Gig Harbor, WA
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.
Harborview Asset Management LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Craig Gerald Davis Control | Managing Member, Cco | Over 75% | 2024 |
| Richard Kent Baird Control | Cio | Under 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
| Address | 7201 Pioneer Way, Ste B202, Gig Harbor, WA 98335 |
| Phone | 253-432-1001 |
| Office hours | 8:00 a.m. To 4:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$124.7M▲ 15%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$124.7Mregulatory AUM
Discretionary $124.7M