GOOD HARBOR ADVISORS, INC.

1 Blackburn Drive
Gloucester, Massachusetts 01930
Tel: 978-515-7119

About GOOD HARBOR ADVISORS, INC.

GOOD HARBOR ADVISORS, INC, formally registered with the SEC as GOOD HARBOR ADVISORS, INC. The firm was established in 03/16/2018. They have over 3 offices throughout the country.

GOOD HARBOR ADVISORS, INC. is a Gloucester, Massachusetts based Financial Planning firm with nearly $268,637,954 assets under management, offering retirement planning & investment advisory services to 641 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	143492
SEC#	801-112632
Assets Managed by Firm	$268,637,954
No. of Clients	641
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	641	$268,637,954
Individuals (other than high net worth individuals)	192	$71,194,398
High net worth individuals	74	$193,805,762
Charitable organizations	1	$28,794
Corporations or other businesses	4	$3,609,000

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