Overview
Assets Under Management: $269 million
Headquarters: GLOUCESTER, MA
High-Net-Worth Clients: 86
Average Client Assets: $3 million
Frequently Asked Questions
GOOD HARBOR ADVISORS, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #143492), GOOD HARBOR ADVISORS, INC. is subject to fiduciary duty under federal law.
GOOD HARBOR ADVISORS, INC. is headquartered in GLOUCESTER, MA.
GOOD HARBOR ADVISORS, INC. serves 86 high-net-worth clients according to their SEC filing dated December 13, 2024. View client details ↓
According to their SEC Form ADV, GOOD HARBOR ADVISORS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
GOOD HARBOR ADVISORS, INC. manages $269 million in client assets according to their SEC filing dated December 13, 2024.
According to their SEC Form ADV, GOOD HARBOR ADVISORS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 86
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 76.36
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 641
Discretionary Accounts: 639
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 143492
Last Filing Date: 2024-12-13 00:00:00
Website: https://ghadvisors.com