|
⚲
|
| The Harbor Group Inc
✚
| |
|---|---|
| CRD # | 105637 |
| SEC # | 801-22924 |
| CIK # | 0001840486 |
| AUM | $1.5 BB (2024-05-22) |
| Employees | 20 (35% Investors, 0% Brokers) |
| Phone | 603-668-0634 |
| Address | 331 South River Road Bedford, NH 03110 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 2.0 | |
| CAT | 99,975.7 | 1.7 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 257 | 164.2 |
| (b) Individuals (high net worth individuals) | 416 | 1,359.3 |
| (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 | 0 | 6.4 |
| (h) Charitable organizations | 0 | 2.5 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 3,450 | 1,532.5 |
| By Discretionary | ||
| Discretionary | 3,400 | 1,486.8 |
| Non-Discretionary | 50 | 45.7 |
| Total | 3,450 | 1,532.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,532.5 | |
| Total | 3,450 | 1,532.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001840486] |
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|---|---|---|
|
Austin Asset Management Co
✚
|
TX | 1.5 |
|
Lee Danner & Bass Inc
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TN | 1.5 |
|
Heronbridge Investment Management LLP
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1.5 | |
|
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FL | 1.5 |
|
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IA | 1.5 |
|
Patriot Investment Management Group Inc
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TN | 1.5 |
|
Tradition Wealth Management LLC
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|
MN | 1.5 |
|
Clayton Financial Group LLC
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MO | 1.5 |
|
Leo Wealth LLC
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TX | 1.5 |
|
DT Investment Partners LLC
✚
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PA | 1.5 |