Clear Harbor Asset Management

Finance · Connecticut, United States · 11-50 Employees

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Overview

Headquarters

263 Tresser Blvd Fl 15, Stamford, Connec...

Phone Number

(212) 867-7310

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
2
2
2
2
3
2

About Clear Harbor Asset Management

Clear Harbor Asset Management is a boutique wealth management firm that provides asset management and wealth planning services to individuals, families, foundations, endowments, associations, and corporations. The company focuses on creating personalized wealth management strategies that align with clients' unique goals and values, ensuring a high-touch client experience. Their approach combines experienced portfolio managers with knowledgeable advisors to offer comprehensive financial planning and behavioral counseling. Clear Harbor prioritizes client interests by aligning their own capital with that of their clients, fostering trust and transparency in every investment decision.Explore more
Clear Harbor Asset Management's Social MediaPopular SearchesClear Harbor Asset Management LLCClear Harbor Asset ManagementClear Harbor Capital Management LLCAaron Asset Management LLCClear Harbor Capital LLCSIC Code 62,628NAICS Code 52,523Show more

Clear Harbor Asset Management Org Chart

Aaron Kennon, Co-Founder & Chief Executive Officer at Clear Harbor Asset Management
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Co-Founder & Chief Executive Officer

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Ian Armstrong, Co-founder & Chief Operating Officer at Clear Harbor Asset Management
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Co-founder & Chief Operating Officer

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JA
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Vice President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Clear Harbor Asset Manage...

<$5M
11-50
Private
-
2009
Aaron Kennon, Co-Founder & Chief Executive Officer at Clear Harbor Asset Management
Aaron KennonCo-Founder & CEO
$36M
1-10
Private
-
2013
LW
Lori WedlakeFounder & Managing Director
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
CA
Carl ArrellFounder & Manager, Wealth
<$5M
1-10
Private
-
2016
N/A
<$5M
1-10
Private
-
1997
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Clear Harbor Asset Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Clear Harbor Asset Management Tech Stack

A closer look at the technologies used by Clear Harbor Asset Management

Most Recent Scoops

Event
Person-Based
Aaron Kennon, Co-Founder & Chief Executive Officer, appeared on a podcast called "Bloomberg Businessweek" on 05/14/2025. Topics discussed include US-Qatar deals, Boeing aircraft, economic investment.
Events, Podcast
Award
Award
Award
Project
Facilities Management
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Top Finance Companies

Frequently Asked Questions Regarding Clear Harbor Asset Management

What is Clear Harbor Asset Management's official website?
Clear Harbor Asset Management's official website is www.clearharboram.com
What is Clear Harbor Asset Management's Revenue?
Clear Harbor Asset Management's revenue is <$5 Million
What is Clear Harbor Asset Management's SIC code?
Clear Harbor Asset Management's SIC: 62,628
What is Clear Harbor Asset Management's NAICS code?
Clear Harbor Asset Management's NAICS: 52,523
How many employees does Clear Harbor Asset Management have?
Clear Harbor Asset Management has 11-50 employees
What industry does Clear Harbor Asset Management belong to?
Clear Harbor Asset Management is in the industry of: Finance, Securities Trading
What is Clear Harbor Asset Management competition?
Clear Harbor Asset Management top competitors include: Chronos Wealth Management, Karras, MoonDance Investment Advisors, LLC, Banyan Private Wealth
What technology does Clear Harbor Asset Management use?
Some of the popular technologies that Clear Harbor Asset Management uses are: reCAPTCHA, Cloudflare CDN, Proofpoint, Constant Contact
How do I contact Clear Harbor Asset Management?
Clear Harbor Asset Management contact info: Phone number: (212) 867-7310 Website: www.clearharboram.com
What does Clear Harbor Asset Management do?

Clear Harbor Asset Management is a boutique wealth management firm that provides asset management and wealth planning services to individuals, families, foundations, endowments, associations, and corporations. The company focuses on creating personalized wealth management strategies that align with clients' unique goals and values, ensuring a high-... touch client experience. Their approach combines experienced portfolio managers with knowledgeable advisors to offer comprehensive financial planning and behavioral counseling. Clear Harbor prioritizes client interests by aligning their own capital with that of their clients, fostering trust and transparency in every investment decision.Read More

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

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