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| Happy Holidays!! thanks for using AUM13F!! |
| Harbor Asset Planning Inc
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| CRD # | 144944 |
| SEC # | 801-129471 |
| CIK # | 0002077050 |
| AUM | $159.5 M (2025-01-10) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 617-489-0324 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33 | 7.1 |
| (b) Individuals (high net worth individuals) | 61 | 152.5 |
| (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 | 94 | 159.5 |
| By Discretionary | ||
| Discretionary | 94 | 159.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 94 | 159.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 159.5 | |
| Total | 94 | 159.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002077050] |
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|---|---|---|
|
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✚
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MD | 0.2 |
|
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0.2 | |
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CA | 0.2 |
|
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AL | 0.2 |
|
ELM3 Financial Group LLC
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GA | 0.2 |
|
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NH | 0.2 |