Harbor Financial Group Inc

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Harbor Financial Group Inc
CRD #105032
SEC #801-33557
CIK #0001840486
AUM
Employees 7 (43% Investors, 0% Brokers)
Phone303-939-8788
Address1909 26th Street, Suite 1A
Boulder, CO 80302
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram]
Total AUM ($M)
3502802101407002001200920172025
Sector Form 13F Holdings Value ($M)
Caterpillar Inc 1.9
Apple Inc 1.9
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
60048036024012002019202120232026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 167 35.1
(b) Individuals (high net worth individuals) 149 241.0
(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 6.9
(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 0.1
(n) Other 0 0.0
Total 862 283.1
By Discretionary
Discretionary 856 278.8
Non-Discretionary 6 4.3
Total 862 283.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 283.1
Total 862 283.1
EDGAR Form CIK 2011 - 2025
13F-HR [0001840486]
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