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Home > Retirement Planners > colorado > boulder > HARBOR FINANCIAL GROUP, INC.
HARBOR FINANCIAL GROUP, INC.
1909 26th Street, Suite 1a
Boulder, Colorado 80302
Tel: 303-939-8788
About HARBOR FINANCIAL GROUP, INC.
HARBOR FINANCIAL GROUP, INC, formally registered with the SEC as HARBOR FINANCIAL GROUP, INC. The firm was established in 12/15/1988. They have over 2 offices throughout the country.
HARBOR FINANCIAL GROUP, INC. is a Boulder, Colorado based Financial Planning firm with nearly $283,084,500 assets under management, offering retirement planning & investment advisory services to 862 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 105032 |
| SEC# | 801-33557 |
| Assets Managed by Firm | $283,084,500 |
| No. of Clients | 862 |
| No. of Advisors | 9 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 862 | $283,084,500 |
| Individuals (other than high net worth individuals) | 167 | $35,098,300 |
| High net worth individuals | 149 | $240,988,900 |
| Pension and profit sharing plans | $6,914,400 | |
| Corporations or other businesses | Fewer than 5 clients | $82,900 |
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