NEW HARBOR FINANCIAL GROUP, LLC

146 Main Street
Suite 302
Worcester, Massachusetts 01608
Tel: 978-537-7701

About NEW HARBOR FINANCIAL GROUP, LLC

NEW HARBOR FINANCIAL GROUP, LLC, formally registered with the SEC as NEW HARBOR FINANCIAL GROUP, LLC. The firm was established in 12/21/2010. They have over 1 offices throughout the country.

NEW HARBOR FINANCIAL GROUP, LLC is a Worcester, Massachusetts based Financial Planning firm with nearly $576,915,016 assets under management, offering retirement planning & investment advisory services to 2012 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155528
SEC#	801-72007
Assets Managed by Firm	$576,915,016
No. of Clients	2012
No. of Advisors	8

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
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2012	$576,915,016
Individuals (other than high net worth individuals)	791	$256,040,275
High net worth individuals	156	$308,270,294
Pension and profit sharing plans	7	$5,591,193
Charitable organizations	5	$7,013,254

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