HARBORFRONT FINANCIAL GROUP

Overview

Harborfront Financial Group is an independent, LLC-structured registered investment adviser that began SEC registration in 2024 and is owned by an individual principal. The firm acts as a capital allocator for both individual and institutional clients, combining fee models that include a percentage of assets under management and fixed fees. Its advisory services emphasize financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of outside advisers. Harborfront does not present itself as an active ESG investor and is not registered as a multi-state adviser. Investment practice tilts toward public fund vehicles as the primary building blocks for client portfolios while retaining the capacity to allocate to third‑party alternative managers. The firm uses both discretionary and non‑discretionary mandates, with the bulk of client relationships running on discretionary authority. Harborfront also holds an affiliation in the form of an insurance company relationship that can be integrated into client planning and risk-transfer solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices