Our Full Disclosure
Clear Harbor Asset Management maintains that it is an independent registered investment advisor.
- Is not owned by any entity other than the principals.
- Is not obligated to sell or use any proprietary investment products.
- Does not receive commissions on the sales or use of investment products
- and
- Maintains individual client's accounts and does not pool or aggregate client funds.
A copy of our current written disclosure statement (Form ADV Part 2) discussing our advisory services and fees is available for your review upon request as well as our form CRS.
Please Remember
To contact Clear Harbor Asset Management, Inc. - in writing - if there are personal/financial profile changes that may impact your investment policy.
Write to:
Clear Harbor Asset Management, Inc.
530 Danbury Road
Wilton, CT 06897
Email Us
Clear Harbor Asset Mngt
530 Danbury Road
Wilton, CT 06897
Proprietor: Robert Dalldorf
Phone: 203-834-1404
Fax: 203-834-1406
What makes Us unique?
- Holistic Wealth Management
- Fee Based
- Independent