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THE HARBOR GROUP, INC.
CRD 105637 · SEC 801-22924
331 SOUTH RIVER ROAD, BEDFORD, NH, 03110, United States
Phone
603-668-0634
Fax
603-668-4561
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.00B
Discretionary AUM
$1.94B
Team
22 total employees; 9 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 244 | $188.0M |
| High net worth individuals | 456 | $1.80B |
States served
AZ, CA, ME, MA, NY, NC, PA, SC, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD