Good Harbor Advisors, Inc.

RIASEC Registered
Total AUM
$334M
Discretionary
$334M
100% of AUM
Avg account
$517K
Accounts
645
Employees
4
Advisory reps
4

Firm details

Headquarters
Gloucester, Massachusetts
CRD number
143492
Registered since
March 16, 2018
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI77.21%
  • Individuals22.33%
  • Corporations / Businesses0.25%
  • Charitable Organizations0.21%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Good Harbor Advisors, Inc. is an independent registered investment adviser that has been SEC-registered since 2018. The firm is individually owned and serves both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM billing supplemented by hourly and fixed-fee engagements, and its advisory services cover financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting. The firm does not present itself as a capital allocator and is not flagged as an active ESG investor. Industry affiliations include accounting relationships, which suggests coordination with tax or accounting professionals as part of client servicing. Good Harbor appears to deploy a traditional advisory model emphasizing discretionary portfolio management and planning across both private and institutional client segments.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 57%, Cash & Cash Equivalents 22%, Exchange Traded Equities 11%, US Government Bonds 6%, State & Local Bonds 3%, Investment Grade Corp Bonds 1%57%
  • Public Funds/Mutual Funds57%
  • Cash & Cash Equivalents22%
  • Exchange Traded Equities11%
  • US Government Bonds6%
  • State & Local Bonds3%

Contacts

3 of 4
  • Lonnie Mayer

    Registered RepresentativeCRD 6010213

  • Anke Parpart

    Anke Parpart

    Office Manager, Client Service ManagerCRD 5448993

  • Matthew Babson

    Matthew Babson

    PartnerCRD 4758346

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 50

Active vs passive

$90M in ETFs

Passive

83%

$74.5M

Active

12%

$15.5M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND (VTIP)VanguardPassiveShort Term Inflation Protected Bond$8.3M168,0929.20%

Location

Primary office

Gloucester, MA

Essex

Location

Gloucester, MA

Headquartered in Gloucester, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Essex
Address
1 Blackburn Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth