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Harwood Advisory

Harwood Advisory is an investment advisor in Largo with $460.49M assets under management.

Company profile

Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
461558828
SEC advisor number
801-80103
FINRA CRD number
166585
AUM ?
$460.49M (as of 10 Aug 20)
Accounts
2,671 (as of 10 Aug 20)
Employees
20 (7 investment advisory or research)
Address
Harwood Advisory
1940 EAST BAY DRIVE
LARGO
FL 33773
Office hours
Monday - Friday, 9-5
Phone
727-524-1427
Owner Title From %Ownership
Bartolotta, Jeremy Managing Member 02/2020 25-50%
Sorrentino, Michael, Thomas Chief Compliance Officer/chief Investment Officer 02/2020 < 5%
Sorrentino, Michael, Thomas Managing Member 02/2020 25-50%
Bartolotta, Michael, Sebastian Managing Member 02/2020 25-50%
Darwin Partners, LLC Managing Member 02/2020 > 75%
MRM Equity Group Holdings, LLC Member 02/2020 > 75%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 169 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$57.46M 160.52K 164.66K -2.5
$47.52M 202.37K 230.41K -12.2
Aberdeen Standard Gold Etf
$31.13M 1.85M 1.38M +34.0
$30.82M 206.4K 194.69K +6.0
Anfield Universal Fixed Income Etf
$26.04M 2.7M 2.73M -1.0
$23.71M 442.75K 454K -2.5
$23.08M 868.19K 889K -2.3
$22.11M 458.73K 459.88K -0.3
$16.19M 320.01K 319.15K +0.3
$15.27M 64K 58.81K +8.8
$13.4M 245.3K 229.48K +6.9
$13.29M 93.95K 100.82K -6.8
$12.64M 168.99K NEW
$12.57M 112.12K 126.32K -11.2
$12.13M 328.77K 369.2K -11.0
$11.57M 77.21K 86.84K -11.1
$9.92M 3.02K 3.33K -9.3
$9.49M 121.62K 78.28K +55.4
$8.26M 75.66K 72.02K +5.1
$8.08M 28.66K 30.73K -6.7
$7.38M 284.43K 286.71K -0.8
$6.46M 140.32K 147.79K -5.1
$6.26M 10.25K 10.75K -4.7
$6.24M 30.1K 8.25K +264.7
$5.77M 114.53K 72.66K +57.6
$5.35M 2K 366 +446.7
$5.31M 155.48K 172.34K -9.8
$5.21M 9.04K 9.82K -7.9
$5.2M 12.07K 8.12K +48.6
$4.28M 134.9K 86.88K +55.3
$4.13M 5.33K 5.45K -2.2
$3.97M 115.98K 78.27K +48.2
$3.9M 15.01K 15.74K -4.7
$3.82M 68.37K 69.77K -2.0
$3.71M 18.78K 20.58K -8.7
$3.59M 142.87K 137K +4.3
$3.56M 16.79K 8.74K +92.0
$3.5M 25.06K 28.33K -11.6
$3.44M 53.79K 33.17K +62.2
$3.33M 64.19K 60.89K +5.4
$3.31M 20.49K 21.07K -2.8
$3.16M 7.04K 7.17K -1.8
$3.09M 20.26K 12.49K +62.1
$3.09M 9.41K 9.76K -3.6
$2.99M 34.99K 30.69K +14.0
$2.88M 72.84K 78.96K -7.7
$2.83M 32.79K 35.13K -6.7
$2.77M 21.64K 22.37K -3.3
$2.56M 19.86K 20.18K -1.6
$2.47M 22.43K 23.72K -5.5
Holdings list only includes long positions. Only includes long positions.

Calendar

2 Dec 21
31 Dec 21

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings