GOOD HARBOR ADVISORS, INC.
Firm details
- Headquarters
- GLOUCESTER, Massachusetts
- CRD number
- 143492
- Registered since
- March 16, 2018
- Website
- www.goodharboradvisors.com
- 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
FINTRXOverview
Good Harbor Advisors, Inc. is an independent, SEC-registered registered investment adviser founded in 2018 and owned by an individual. The firm serves both individuals and families as well as institutional clients. Its advisory offerings emphasize financial planning and discretionary portfolio management across individual, small-business, and institutional relationships, and its service list includes pension consulting. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- Cash & Cash Equivalents22%
- Exchange Traded Equities11%
- US Government Bonds6%
- State & Local Bonds3%
Contacts
3 of 4LONNIE MAYER
Registered RepresentativeCRD 6010213
MATTHEW BABSON
PartnerCRD 4758346
DONNA CROCKER
President & PartnerCRD 1496443
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$77.1M in ETFs
84%
$64.8M
12%
$12.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND (VTIP) | Vanguard | Passive | Short Term Inflation Protected Bond | $7.3M | 146,386 | 9.48% |
Location
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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