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| Good Harbor Advisors Inc
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|
|
|---|---|
| CRD # | 143492 |
| SEC # | 801-112632 |
| CIK # | 0002133484 |
| AUM | $333.7 M (2026-06-26) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 978-515-7119 |
| Address | 1 Blackburn Drive Gloucester, MA 01930 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Pfizer Inc | 2.1 | ||
| Apple Inc | 1.5 | ||
| Clorox Co /DE/ | 1.3 | ||
| Becton Dickinson & Co | 1.0 | ||
| Microsoft Corp | 1.0 | ||
| J P Morgan Chase & Co | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 157 | 74.5 |
| (b) Individuals (high net worth individuals) | 88 | 257.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 645 | 333.7 |
| By Discretionary | ||
| Discretionary | 645 | 333.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 645 | 333.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 333.7 | |
| Total | 645 | 333.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002133484] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wealthharbor Capital Group LLC
✚
|
LA | 0.3 |
|
Slayton Lewis Inc
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|
UT | 0.3 |
|
Hewell Financial Group Inc
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|
0.3 | |
|
Evermont Wealth Inc
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|
CA | 0.3 |
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Strait & Sound Wealth Management LLC
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|
0.3 | |
|
Dovetail Wealth Management LLC
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|
TX | 0.3 |
|
Financial Consultants & Advisory Corporation
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IN | 0.3 |
|
My Legacy Advisors LLC
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|
OR | 0.3 |
|
Dibenedetto & Associates Ltd
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|
IL | 0.3 |
|
Fields Gottscho Capital Management LLC
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|
VA | 0.3 |