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NEW HARBOR FINANCIAL GROUP, LLC

UUID4c2aedfb-05ca-5d70-a00b-e5985b5cb18b
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:51
Updated2025-10-23 02:23:51

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 155528 155528 1.0
sec_file_number 801-72007 801-72007

Profile

WebsiteHTTP://WWW.NEWHARBORFINANCIAL.COM
HQ CityWORCESTER
HQ StateMA
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)576,915,016.0
  • RAUM (discretionary)563,754,758.0
  • Actionable assets320,874,741.0
  • Accounts2,012.0

Institutional Clients

  • Government AUM
  • Pension AUM5,591,193.0
  • Charitable AUM7,013,254.0
  • HNW AUM308,270,294.0

As of 2025-07-29 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.