|
⚲
|
| Good Harbor Advisors Inc
✚
|
|
|---|---|
| CRD # | 143492 |
| SEC # | 801-112632 |
| CIK # | |
| AUM | $241.4 MM (2023-02-17) |
| Employees | 4 (75% Investors, 50% Brokers) |
| Phone | 978-515-7119 |
| Address | 1 Blackburn Drive Gloucester, MA 01930 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 175 | 60.9 |
| (b) Individuals (high net worth individuals) | 71 | 176.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 0.0 |
| (h) Charitable organizations | 2 | 0.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 3.7 |
| (n) Other | 0 | 0.0 |
| Total | 634 | 241.4 |
| By Discretionary | ||
| Discretionary | 632 | 241.3 |
| Non-Discretionary | 2 | 0.1 |
| Total | 634 | 241.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 241.4 | |
| Total | 634 | 241.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Salzinger Sheaff Brock LLC
✚
|
IN | 0.2 |
|
Altamont Capital Management LLC
✚
|
NC | 0.2 |
|
Veerkloh LLC
✚
|
IA | 0.2 |
|
Salvus Wealth Management LLC
✚
|
NJ | 0.2 |
|
RF&L Wealth Management LLC
✚
|
MA | 0.2 |
|
Transcendent Capital Group LLC
✚
|
OK | 0.2 |
|
FSB Premier Wealth Management Inc
✚
|
IA | 0.2 |
|
Jeffrey Jay Bogdanovich
✚
|
WA | 0.2 |
|
Elmwood Wealth Management Inc
✚
|
CA | 0.2 |
|
FIG Wealth LLC
✚
|
CA | 0.2 |