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GOOD HARBOR ADVISORS, INC.
CRD 143492 · SEC 801-112632
1 BLACKBURN DRIVE, GLOUCESTER, MA, 01930, United States
Phone
978-515-7119
Fax
978-326-7020
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$333.7M
Discretionary AUM
$333.7M
Team
4 total employees; 3 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 157 | $74.5M |
| High net worth individuals | 88 | $257.7M |
| Charitable organizations | 1 | $698K |
| Corporations/business entities | 3 | $827K |
States served
CA, ME, MA, NH
All web addresses on file
Official SEC filing: View on IAPD