|
⚲
|
| Harbor Asset Planning Inc
✚
| |
|---|---|
| CRD # | 144944 |
| SEC # | 801-129471 |
| CIK # | |
| AUM | $125.6 MM (2024-02-13) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 617-489-0324 |
| Address | 80 Munroe Street Belmont, MA 02478 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 31 | 9.5 |
| (b) Individuals (high net worth individuals) | 60 | 116.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 91 | 125.6 |
| By Discretionary | ||
| Discretionary | 91 | 125.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 91 | 125.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 125.6 | |
| Total | 91 | 125.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sustainable Investment Solutions LLC
✚
|
MA | 0.1 |
|
Black Capital Management LLC
✚
|
MO | 0.1 |
|
Client First Investment Management LLC
✚
|
WI | 0.1 |
|
Liberty Asset Management Inc
✚
|
IL | 0.1 |
|
Rembrandt Financial Group LLC
✚
|
TX | 0.1 |
|
Bellingham Capital Management Inc
✚
|
WA | 0.1 |
|
Financial Planning Concepts of America Inc
✚
|
FL | 0.1 |
|
The Wealth Advantage Group Inc
✚
|
OH | 0.1 |
|
Breton Financial Inc
✚
|
NJ | 0.1 |
|
EJM Wealth Management LLC
✚
|
FL | 0.1 |