Overview
Assets Under Management: $149 million
Headquarters: LUDINGTON, MI
High-Net-Worth Clients: 158
Average Client Assets: $0.4 million
Frequently Asked Questions
HARBORFRONT FINANCIAL GROUP 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 #331763), HARBORFRONT FINANCIAL GROUP is subject to fiduciary duty under federal law.
HARBORFRONT FINANCIAL GROUP is headquartered in LUDINGTON, MI.
HARBORFRONT FINANCIAL GROUP serves 158 high-net-worth clients according to their SEC filing dated March 23, 2026. View client details ↓
According to their SEC Form ADV, HARBORFRONT FINANCIAL GROUP offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
HARBORFRONT FINANCIAL GROUP manages $149 million in client assets according to their SEC filing dated March 23, 2026.
According to their SEC Form ADV, HARBORFRONT FINANCIAL GROUP serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 158
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.92%
Average Client Assets: $0.4 million
Total Client Accounts: 781
Discretionary Accounts: 770
Non-Discretionary Accounts: 11
Regulatory Filings
CRD Number: 331763
Filing ID: 2066312
Last Filing Date: 2026-03-23 13:24:26