Good Harbor Advisors Inc

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Assets, Funds, Holdings

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Good Harbor Advisors Inc
CRD #143492
SEC #801-112632
CIK #
AUM $241.4 MM (2023-02-17)
Employees 4 (75% Investors, 50% Brokers)
Phone978-515-7119
Address1 Blackburn Drive
Gloucester, MA 01930
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
2502001501005002010201420192024
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
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