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HARBOR ADVISORY CORPORATION

CRD 105151 · SEC 801-8915

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500 MARKET ST., SUITE 1A, PORTSMOUTH, NH, 03801, United States

Phone

603-431-5740

Fax

603-431-2927

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$480.9M

Discretionary AUM

$480.9M

Team

3 total employees; 3 advisory reps

Clients

101-250

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-05-14

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars

Client types

TypeClientsAUM
Individuals45$19.8M
High net worth individuals99$456.5M

States served

CA, ME, MA, NY, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD