HARBOR ADVISORY CORPORATION

500 Market St., Ste 11
Portsmouth, New Hampshire 03801
Tel: 603-431-5740

About HARBOR ADVISORY CORPORATION

HARBOR ADVISORY CORPORATION, formally registered with the SEC as HARBOR ADVISORY CORPORATION. The firm was established in 10/22/1972. They have over 1 offices throughout the country.

HARBOR ADVISORY CORPORATION is a Portsmouth, New Hampshire based Financial Planning firm with nearly $402,797,488 assets under management, offering retirement planning & investment advisory services to 408 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105151
SEC#	801-8915
Assets Managed by Firm	$402,797,488
No. of Clients	408
No. of Advisors	3

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
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	408	$402,797,488
Individuals (other than high net worth individuals)	64	$24,353,487
High net worth individuals	84	$372,447,988
Pension and profit sharing plans	Fewer than 5 clients	$5,996,013

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GLOBAL FOREST PARTNERS LP 67 Etna Road, Suite 500 Lebanon, NH, 03766	$3,554,771,000	18	23
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