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Building 2NEW HARBOR FINANCIAL GROUP, LLC

Map pinWORCESTER, MA
Phone978-537-7701
NotebookSEC #801-72007
Total AUM
$820.9M
Employees
9
Clients
1,019

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
146 MAIN STREET
SUITE 302
WORCESTER
MA 01608
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
978-537-7701

ReceiptFinancials

Total AUM
$820.9M
Accounts
2,197
Discretionary
$794.3M
Accounts
2,038
Non-Discretionary
$26.6M
Accounts
159

ContactClients

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Individual Clients
728
AUM
$243.3M
HNW Individual Clients
282
AUM
$562.8M
Pension/Profit Sharing Plan Clients
4
AUM
$6.9M
Charitable Organization Clients
5
AUM
$7.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
AZCACOCTFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMTNCNENHNJNMNVNYOHORPARISCTNTXUTVAVTWAWI

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

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