Overview
Assets Under Management: $160 million
High-Net-Worth Clients: 61
Average Client Assets: $2 million
Frequently Asked Questions
HARBOR ASSET PLANNING, 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 #144944), HARBOR ASSET PLANNING, INC. is subject to fiduciary duty under federal law.
HARBOR ASSET PLANNING, INC. serves 61 high-net-worth clients according to their SEC filing dated November 10, 2025. View client details ↓
According to their SEC Form ADV, HARBOR ASSET PLANNING, INC. offers financial planning and portfolio management for individuals. View all service details ↓
HARBOR ASSET PLANNING, INC. manages $160 million in client assets according to their SEC filing dated November 10, 2025.
According to their SEC Form ADV, HARBOR ASSET PLANNING, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 95.57
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 94
Discretionary Accounts: 94
Regulatory Filings
CRD Number: 144944
Filing ID: 2026601
Last Filing Date: 2025-11-10 12:01:17
Website: 0