LITTLE HARBOR ADVISORS, LLC

30 Doaks Lane
Marblehead, Massachusetts 01945
Tel: 781-639-3000

About LITTLE HARBOR ADVISORS, LLC

LITTLE HARBOR ADVISORS, LLC, formally registered with the SEC as LITTLE HARBOR ADVISORS, LLC. The firm was established in 08/27/2013. They have over 1 offices throughout the country.

LITTLE HARBOR ADVISORS, LLC is a Marblehead, Massachusetts based Financial Planning firm with nearly $204,603,752 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	168700
SEC#	801-78486
Assets Managed by Firm	$204,603,752
No. of Clients	5
No. of Advisors	14

Fee Structure

A percentage of AUM
Other (MODEL DELIVERY FEES.)

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	5	$204,603,752

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