Overview
Assets Under Management: $316 million
Headquarters: BOULDER, CO
High-Net-Worth Clients: 92
Average Client Assets: $2.8 million
Frequently Asked Questions
HARBOR FINANCIAL GROUP, 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 #105032), HARBOR FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
HARBOR FINANCIAL GROUP, INC. is headquartered in BOULDER, CO.
HARBOR FINANCIAL GROUP, INC. serves 92 high-net-worth clients according to their SEC filing dated March 20, 2024. View client details ↓
According to their SEC Form ADV, HARBOR FINANCIAL GROUP, INC. offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
HARBOR FINANCIAL GROUP, INC. manages $316 million in client assets according to their SEC filing dated March 20, 2024.
According to their SEC Form ADV, HARBOR FINANCIAL GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 92
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.74%
Average Client Assets: $2.8 million
Total Client Accounts: 884
Discretionary Accounts: 878
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 105032
Filing ID: 1839449
Last Filing Date: 2024-03-20 22:27:00