# HARBOR CAPITAL ADVISORY SERVICES, INC.

HARBOR CAPITAL ADVISORY SERVICES, INC. of FAIRPORT, NY is an SEC-registered investment adviser.

## Registration

- CRD: 146693
- Type: SEC-registered investment adviser
- SEC file number: 801-70674
- Location: 10 EAST CHURCH STREET, FAIRPORT, NY, 14450
- Phone: 585-425-4090 EXT. 2
- Latest filing: 2018-03-19
- Regulatory AUM: $70.7M
- Discretionary AUM: $31.9M
- Non-discretionary AUM: $38.9M
- Clients: 4
- Accounts: 326

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| MONTE FRANK ANTHONY | CHIEF COMPLIANCE OFFICER; CHIEF EXECUTIVE OFFICER; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| MONTE JEREMY T | CHIEF OPERATIONS OFFICER AND CHIEF COMPLIANCE OFFICER; DIRECTOR; OWNER | — |
| LEACH JENNY LEE | CHIEF OPERATING OFFICER | — |
| MONTE DANIEL A | VICE PRESIDENT; VICE PRESIDENT AND CHIEF OPERATIONS OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/146693/brochure
- Similar advisers: https://search.stillhousedata.com/firm/146693/similar
- Related entities: https://search.stillhousedata.com/firm/146693/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/146693

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.