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NEW HARBOR FINANCIAL GROUP, LLC
Investment Advice|WORCESTER, MA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$576.9M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 563.8M |
| Non-Discretionary | 13.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 155528 |
| SEC Number | 801-72007 |
| Street Address | 146 MAIN STREET |
| Street Address 2 | SUITE 302 |
| Location | WORCESTER, MA 01608 |
| Country | United States |
| Phone | 978-537-7701 |
| Fax | 978-537-7702 |
| Total Employees | 8 |
Client Count by Type (959 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 791 |
| High Net Worth Individual… | 156 |
| Pension/Profit Sharing Pl… | 7 |
| Charitable Organizations | 5 |
County data not available for this organization.