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Home > Retirement Planners > new hampshire > bedford > THE HARBOR GROUP, INC.
THE HARBOR GROUP, INC.
331 South River Road
Bedford, New Hampshire 3110
Tel: 603-668-0634
About THE HARBOR GROUP, INC.
THE HARBOR GROUP, INC, formally registered with the SEC as THE HARBOR GROUP, INC. The firm was established in 12/14/1984. They have over 1 offices throughout the country.
THE HARBOR GROUP, INC. is a Bedford, New Hampshire based Financial Planning firm with nearly $1,325,621,457 assets under management, offering retirement planning & investment advisory services to 3307 clients. The firm is staffed with 18 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 105637 |
| SEC# | 801-22924 |
| Assets Managed by Firm | $1,325,621,457 |
| No. of Clients | 3307 |
| No. of Advisors | 18 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3307 | $1,325,621,457 |
| Individuals (other than high net worth individuals) | 395 | $1,161,083,994 |
| High net worth individuals | 253 | $134,210,825 |
| Pension and profit sharing plans | $4,482,492 | |
| Charitable organizations | Fewer than 5 clients | $25,844,146 |
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|---|---|---|---|
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