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HARBOR ASSET PLANNING, INC.

CRD 144944 · SEC 801-129471

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GA, United States

Phone

617-489-0324

Fax

617-826-3005

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$187.3M

Discretionary AUM

$187.3M

Team

3 total employees; 1 advisory reps; 99 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-01-09

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals25$7.0M
High net worth individuals74$180.2M

States served

GA, MD, MA, VA, TX

All web addresses on file

Official SEC filing: View on IAPD