Overview
Assets Under Management: $577 million
Headquarters: WORCESTER, MA
High-Net-Worth Clients: 5
Average Client Assets: $51 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 5
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 44.38
Average High-Net-Worth Client Assets: $51 million
Total Client Accounts: 2,012
Discretionary Accounts: 1,869
Non-Discretionary Accounts: 143
Regulatory Filings
CRD Number: 155528
Filing ID: 2006596
Last Filing Date: 2025-07-29 21:23:00
Website: https://newharborfinancial.com