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Home > Retirement Planners > new hampshire > portsmouth > HARBOR ADVISORY CORPORATION
HARBOR ADVISORY CORPORATION
500 Market St., Ste 11
Portsmouth, New Hampshire 3801
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 $359,737,957 assets under management, offering retirement planning & investment advisory services to 412 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 | $359,737,957 |
| No. of Clients | 412 |
| No. of Advisors | 3 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 412 | $359,737,957 |
| Individuals (other than high net worth individuals) | 63 | $20,382,809 |
| High net worth individuals | 81 | $334,268,893 |
| Pension and profit sharing plans | $5,086,255 |
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|---|---|---|---|
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