Harbor Financial Services Overview

  • Year Founded
  • 2004

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 43

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 1

Harbor Financial Services General Information

Description

Provider of investment advisory services catering to companies and high net worth individuals. The company offers broking services, sec registered investment advisory and general insurance products, financial reviews, wealth and asset management, thereby helping clients in getting insights to manage and grow business.

Contact Information

Website
www.harborfs.com
Formerly Known As
Harbor Financial Servicesllc, Burton Roe J & Co Inc
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Corporate Office
  • 11 North Water Street
  • Suite 21290
  • Mobile, AL 36602
  • United States
Primary Industry
Asset Management
Other Industries
Other Financial Services
Acquirer
Level Four Advisory Services
Corporate Office
  • 11 North Water Street
  • Suite 21290
  • Mobile, AL 36602
  • United States

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Harbor Financial Services Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Harbor Financial Services Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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Harbor Financial Services FAQs

  • When was Harbor Financial Services founded?

    Harbor Financial Services was founded in 2004.

  • Where is Harbor Financial Services headquartered?

    Harbor Financial Services is headquartered in Mobile, AL.

  • What is the size of Harbor Financial Services?

    Harbor Financial Services has 43 total employees.

  • What industry is Harbor Financial Services in?

    Harbor Financial Services’s primary industry is Asset Management.

  • Is Harbor Financial Services a private or public company?

    Harbor Financial Services is a Private company.

  • What is Harbor Financial Services’s current revenue?

    The current revenue for Harbor Financial Services is .

  • Who acquired Harbor Financial Services?

    Harbor Financial Services was acquired by Level Four Advisory Services.

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