Harpswell Advisors

Finance · Maine, United States · 1-10 Employees

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Overview

Headquarters

1856 Harpswell Neck Rd, Harpswell, Maine...

Phone Number

(207) 926-1380

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Harpswell Advisors

Harpswell Advisors is a boutique endowment advisor focused on providing custom investment advisory services to a diverse range of nonprofit institutions across the nation. Their clients include endowments, foundations, educational institutions, museums, hospitals, governments, families, and faith-based organizations, all of whom share a commitment to social impact. The firm emphasizes a philosophy that combines financial performance with civic responsibility, offering tailored solutions that align with the unique needs and values of their clients. With a specialized focus and access to best practices from larger endowments, Harpswell aims to deliver high value and effective investment strategies.Explore more
Harpswell Advisors's Social MediaPopular SearchesHarpswell AdvisorsHarpswell CapitalHarpswell Capital AdvisorsHarpswell Advisors LLCDevon Advisors IncSIC Code 62,628NAICS Code 52,523Show more

Harpswell Advisors Org Chart

PhoneEmail
VB
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Harpswell Advisors

<$5M
1-10
Private
-
2006
VB
Vanessa BryantVice President
$6M
11-50
Private
-
2000
RB
Reggie BemonVice President
$5M
11-50
Private
-
2000
TL
Tara LargentOffice Manager
<$5M
11-50
Private
<$5M
2007
Derek Bartle, Managing Director at Heck Capital Advisors
Derek BartleManaging Director
<$5M
1-10
Private
-
2008
LF
Loui FishManager, Marketing
<$5M
1-10
Private
-
2008
CO
Charles OsborneCo-Founder & Managing Director
<$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

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

What does this means?

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

Harpswell Advisors Tech Stack

A closer look at the technologies used by Harpswell Advisors

Harpswell Advisors News & Media

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Frequently Asked Questions Regarding Harpswell Advisors

What is Harpswell Advisors's official website?
Harpswell Advisors's official website is www.harpswelladvisors.com
What is Harpswell Advisors's Revenue?
Harpswell Advisors's revenue is <$5 Million
What is Harpswell Advisors's SIC code?
Harpswell Advisors's SIC: 62,628
What is Harpswell Advisors's NAICS code?
Harpswell Advisors's NAICS: 52,523
How many employees does Harpswell Advisors have?
Harpswell Advisors has 1-10 employees
What industry does Harpswell Advisors belong to?
Harpswell Advisors is in the industry of: Finance, Securities Trading
What is Harpswell Advisors competition?
Harpswell Advisors top competitors include: Wealth Advisory Services, Pillar Wealth Management, Beamonte Investments, Heck Capital Advisors
What technology does Harpswell Advisors use?
Some of the popular technologies that Harpswell Advisors uses are: UberFlip, Google Universal Analytics, MailChimp, Squarespace Online Stores
How do I contact Harpswell Advisors?
Harpswell Advisors contact info: Phone number: (207) 926-1380 Website: www.harpswelladvisors.com
What does Harpswell Advisors do?

Harpswell Advisors is a boutique endowment advisor focused on providing custom investment advisory services to a diverse range of nonprofit institutions across the nation. Their clients include endowments, foundations, educational institutions, museums, hospitals, governments, families, and faith-based organizations, all of whom share a commitment... to social impact. The firm emphasizes a philosophy that combines financial performance with civic responsibility, offering tailored solutions that align with the unique needs and values of their clients. With a specialized focus and access to best practices from larger endowments, Harpswell aims to deliver high value and effective investment strategies.Read More

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

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