Harborfront Financial LLC

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Assets, Funds, Holdings

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Harborfront Financial LLC
CRD #331763
SEC #801-131145
CIK #
AUM $104.2 M (2025-04-21)
Employees 6 (67% Investors, 67% Brokers)
Phone231-843-1516
Address401 W Ludington Ave
Ludington, MI 49431
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
1108866442202011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 526 83.0
(b) Individuals (high net worth individuals) 14 21.0
(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 0.0
(h) Charitable organizations 2 0.2
(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 540 104.2
By Discretionary
Discretionary 540 104.2
Non-Discretionary 0 0.0
Total 540 104.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 104.2
Total 540 104.2
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