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Good Harbor Advisors Inc
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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) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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Salzinger Sheaff Brock LLC
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|
IN | 0.2 |
Altamont Capital Management LLC
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NC | 0.2 |
Veerkloh LLC
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Salvus Wealth Management LLC
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RF&L Wealth Management LLC
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Transcendent Capital Group LLC
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OK | 0.2 |
FSB Premier Wealth Management Inc
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IA | 0.2 |
Jeffrey Jay Bogdanovich
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WA | 0.2 |
Elmwood Wealth Management Inc
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|
CA | 0.2 |
FIG Wealth LLC
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|
CA | 0.2 |