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Building 2HARBORFRONT FINANCIAL GROUP

Map pinLUDINGTON, MI
Phone231-843-1516
NotebookSEC #801-131145
Total AUM
$149M
Employees
6
Clients
606

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
401 W LUDINGTON AVE
STE 103
LUDINGTON
MI 49431
United States
Operating Hours
MON - THURS 9:00 AM - 5:00 PM, FRI 9:00 AM - 12:00 PM
Monday - Friday
Phone
231-843-1516
Other Offices
2

ReceiptFinancials

Total AUM
$149M
Accounts
781
Discretionary
$146.2M
Accounts
770
Non-Discretionary
$2.8M
Accounts
11

ContactClients

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Individual Clients
438
AUM
$77M
HNW Individual Clients
158
AUM
$69.9M
Pension/Profit Sharing Plan Clients
8
AUM
$1.5M
Charitable Organization Clients
1
AUM
$192.9K
Corporation or Business Clients
1
AUM
$376.5K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLINMITX

HandshakeAffiliates

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

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