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Building 2HARBOR ASSET PLANNING, INC.

Map pin
Phone617-489-0324
NotebookSEC #801-129471
Total AUM
$187.3M
Employees
3
Clients
99

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
617-489-0324

ReceiptFinancials

Total AUM
$187.3M
Accounts
99
Discretionary
$187.3M
Accounts
99
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
25
AUM
$7M
HNW Individual Clients
74
AUM
$180.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
GAMAMDTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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