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| Happy Holidays!! thanks for using AUM13F!! |
| Good Harbor Advisors Inc
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| CRD # | 143492 |
| SEC # | 801-112632 |
| CIK # | |
| AUM | $289.7 M (2025-03-17) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 978-515-7119 |
| Address | 1 Blackburn Drive Gloucester, MA 01930 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 140 | 65.6 |
| (b) Individuals (high net worth individuals) | 86 | 221.2 |
| (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 | 2 | 0.0 |
| (h) Charitable organizations | 1 | 0.0 |
| (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 | 4 | 2.8 |
| (n) Other | 0 | 0.0 |
| Total | 645 | 289.7 |
| By Discretionary | ||
| Discretionary | 645 | 289.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 645 | 289.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 289.7 | |
| Total | 645 | 289.7 |
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|---|---|---|
|
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TX | 0.3 |
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Farther Asset Management LLC
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CA | 0.3 |
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KY | 0.3 |
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Craft & Sage Wealth LLC
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MO | 0.3 |
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AXIS Wealth Partners LLC
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RI | 0.3 |
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American Retirement Planning Group Inc
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NV | 0.3 |
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Financial Planning Navigators Corp
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MN | 0.3 |
|
The Wealth Group Ltd
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NC | 0.3 |
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Bridge Generations Wealth Management LLC
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FL | 0.3 |
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Dynamic Market Advantage LLC
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KY | 0.3 |