HARBINGER FINANCIAL CONSULTANTS, LLC

RIASEC Registered

Total AUM

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Avg account

Accounts

Employees

Advisory reps

Firm details

Headquarters: BOCA RATON, Florida
CRD number: 283392
Website: harbingerfinancialconsultants.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Harbinger Financial Consultants, LLC is organized as an individually owned limited liability company that provides fee-based advisory services to private clients and small institutions. The firm lists a mix of services that include financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting-style services, and the selection of other advisers. Its stated fee arrangements are flexible and include a percentage of assets under management, hourly billing, fixed fees and other custom billing structures. Regulatory and classification details in the source material are limited: the firm is described as “unclassified,” and the year of SEC registration is not provided. Harbinger is not identified as an active ESG investor and is not listed as a multi-state adviser. The firm also notes an industry affiliation with a law firm, which may inform how it integrates legal or compliance considerations into client work.