NEW HARBOR FINANCIAL GROUP, LLC

146 Main Street
Suite 302
Worcester, Massachusetts 1608
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 $419,459,871 assets under management, offering retirement planning & investment advisory services to 1792 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155528
SEC#	801-72007
Assets Managed by Firm	$419,459,871
No. of Clients	1792
No. of Advisors	6

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals
Portfolio Management for Business

Firm Client Information

	No. of Clients	AUM
Firm Total	1792	$419,459,871
Individuals (other than high net worth individuals)	816	$235,164,532
High net worth individuals	97	$175,680,872
Pension and profit sharing plans	5	$3,885,334
Charitable organizations	2	$4,729,133

Inquire with NEW HARBOR FINANCIAL GROUP, LLC

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