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Building 2GOOD HARBOR ADVISORS, INC.

Map pinGLOUCESTER, MA
Phone978-515-7119
NotebookSEC #801-112632
Total AUM
$333.7M
Employees
4
Clients
249

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1 BLACKBURN DRIVE
GLOUCESTER
MA 01930
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
978-515-7119
Other Offices
1

ReceiptFinancials

Total AUM
$333.7M
Accounts
645
Discretionary
$333.7M
Accounts
645
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
157
AUM
$74.5M
HNW Individual Clients
88
AUM
$257.7M
Charitable Organization Clients
1
AUM
$697.9K
Corporation or Business Clients
3
AUM
$827K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMAMENH

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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