Bay Harbor Wealth Management
Finance · Maryland, United States · 1-10 Employees
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Overview
Headquarters
201 International Cir Ste 200, Hunt Vall...Phone Number
(410) 403-2060Website
www.bayharborwealth.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1
About Bay Harbor Wealth Management
Bay Harbor is an independent financial partner specializing in comprehensive wealth management services aimed at helping clients achieve financial confidence. Founded by Lance Scott, the company focuses on bringing large endowment and institutional strategies to individual investors. Their services include fiduciary investment advisory and non-fiduciary insurance services, along with financial education workshops. Bay Harbor primarily serves individuals seeking to enhance their financial well-being both now and in the future.Explore more
Bay Harbor Wealth Management Org Chart
KC
Director of Impressions, Administrative Assis...
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Revenue
Number of Employees
Type
Funding
Founded In
Bay Harbor Wealth Managem...
<$5M
1-10
Private
-
2011
LS
Lauren SwannDirector, Business Operations, Compliance
Company Profile Activity
Activity Insights
Bay Harbor Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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Bay Harbor Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Bay Harbor Wealth Management.
Bay Harbor Wealth Management Tech Stack
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Bay Harbor is an independent financial partner specializing in comprehensive wealth management services aimed at helping clients achieve financial confidence. Founded by Lance Scott, the company focuses on bringing large endowment and institutional strategies to individual investors. Their services include fiduciary investment advisory and non-fidu... Read More
