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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 03110
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 $1,734,378,971 assets under management, offering retirement planning & investment advisory services to 3608 clients. The firm is staffed with 22 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 105637 |
| SEC# | 801-22924 |
| Assets Managed by Firm | $1,734,378,971 |
| No. of Clients | 3608 |
| No. of Advisors | 22 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3608 | $1,734,378,971 |
| Individuals (other than high net worth individuals) | 259 | $183,588,196 |
| High net worth individuals | 436 | $1,541,109,791 |
| Pension and profit sharing plans | Fewer than 5 clients | $7,073,595 |
| Charitable organizations | Fewer than 5 clients | $2,607,389 |
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|---|---|---|---|
| $12,092,862,376 | 4 | 18 | |
| $10,409,452,909 | 70 | 129 | |
| $9,643,533,263 | 19 | 113 | |
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