Blakely Harbor Advisors

Finance · Florida, United States · 1-10 Employees

View Company Info for Free

Overview

Headquarters

2598 E Sunrise Blvd Side 2104, Fort Laud...

Phone Number

(754) 301-8804

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About Blakely Harbor Advisors

Blakely Harbor Advisors specializes in providing customized investment portfolios for endowments, non-profits, and high-net-worth individuals. The firm emphasizes a personalized approach, leveraging over 30 years of investment experience to align with clients' goals and values. They focus on maximizing resources for institutions while balancing short-term needs with long-term growth objectives. For individuals, they aim to construct portfolios that reflect personal investment goals and adapt to changing market conditions.Explore more
Blakely Harbor Advisors's Social MediaPopular SearchesBlakely Harbor Advisors LLCBlakely Harbor AdvisorsSIC Code 62,628NAICS Code 52,523Show more

Blakely Harbor Advisors Org Chart

PhoneEmail
EJ
United States flag for contact location.

Founder

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is Blakely Harbor Advisors your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to Blakely Harbor Advisors

Compare insights from companies similar to Blakely Harbor Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Blakely Harbor Advisors

<$5M
1-10
Private
-
2009
$5.2M
11-50
Private
-
2015
OT
Olivia TatiFounder & CEO
<$5M
11-50
Private
-
1999
Eric Bertonazzi, Chairman & Chief Executive Officer at Wainwright Investment Counsel
Eric BertonazziChairman & CEO
<$5M
1-10
Private
-
1964
RH
Roy HamrickOwner and Manager
<$5M
1-10
Private
-
2016
<$5M
1-10
Private
-
2014
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Blakely Harbor Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Blakely Harbor Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Blakely Harbor Advisors.

Blakely Harbor Advisors Tech Stack

A closer look at the technologies used by Blakely Harbor Advisors

Top Finance Companies

Frequently Asked Questions Regarding Blakely Harbor Advisors

What is Blakely Harbor Advisors's official website?
Blakely Harbor Advisors's official website is www.blakelyharboradvisors.com
What is Blakely Harbor Advisors's Revenue?
Blakely Harbor Advisors's revenue is <$5 Million
What is Blakely Harbor Advisors's SIC code?
Blakely Harbor Advisors's SIC: 62,628
What is Blakely Harbor Advisors's NAICS code?
Blakely Harbor Advisors's NAICS: 52,523
How many employees does Blakely Harbor Advisors have?
Blakely Harbor Advisors has 1-10 employees
What industry does Blakely Harbor Advisors belong to?
Blakely Harbor Advisors is in the industry of: Finance, Securities Trading
What is Blakely Harbor Advisors competition?
Blakely Harbor Advisors top competitors include: Wainwright Investment Counsel, Wanderlust Wealth Management, Wealth Advisory Services, Hamrick Investment Counsel
What technology does Blakely Harbor Advisors use?
Some of the popular technologies that Blakely Harbor Advisors uses are: WooCommerce, WordPress.org, PHP, Cloudflare Website Optimization
How do I contact Blakely Harbor Advisors?
Blakely Harbor Advisors contact info: Phone number: (754) 301-8804 Website: www.blakelyharboradvisors.com
What does Blakely Harbor Advisors do?

Blakely Harbor Advisors specializes in providing customized investment portfolios for endowments, non-profits, and high-net-worth individuals. The firm emphasizes a personalized approach, leveraging over 30 years of investment experience to align with clients' goals and values. They focus on maximizing resources for institutions while balancing sho... rt-term needs with long-term growth objectives. For individuals, they aim to construct portfolios that reflect personal investment goals and adapt to changing market conditions.Read More

What are Blakely Harbor Advisors social media links?
Blakely Harbor Advisors Linkedin page
Is Blakely Harbor Advisors a public company?
Blakely Harbor Advisors is private company therefore does not currently have an official ticker symbol
See more information about Blakely Harbor Advisors

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.