The Harbor Group Review

Trust Score 95%
Trust Score info_outline

Last updated: May 20th, 2019. Data source: SEC filings.

The Harbor Group, federally registered in 1984, is a Registered Investment Advisor (RIA) in 12 state(s) with a licensed staff of 8 advisors. The Harbor Group manages $993.2 million and provides investment advisory services for 609 clients (1:77 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $500,000
Average Client Balance $1,630,902
Hybrid Advisor No
Disciplinary History No
Total AUM $993.2 million
Advisor / Client Ratio 1:77
Headquarters Bedford, NH
SEC Filings Forms and Brochures    (CRD # 105637)
State(s) Registered AZ, CA, CT, FL, ME, MA, NH, NY, NC, PA, SC, TX

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