Harborfront Financial Group
Firm details
- Headquarters
- Ludington, Michigan
- CRD number
- 331763
- Registered since
- September 19, 2024
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals51.66%
- HNWI46.92%
- Pension & Profit Sharing Plans1.04%
- Corporations / Businesses0.25%
- Charitable Organizations0.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Harborfront Financial Group is an independent registered investment adviser that marked its SEC registration in 2024 and is organized as an LLC. The firm serves both individual/family and institutional clients and describes itself as a capital allocator. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and selection of third‑party managers. Fee arrangements are a mix of percentage of assets under management and fixed fees. Harborfront does not identify as an active ESG investor and is not registered as a multi‑state adviser. The firm has an industry affiliation with an insurance company.
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 Funds90%
- Exchange Traded Equities6%
- Cash & Cash Equivalents4%
Contacts
3 of 4
Elizabeth De Kuiper
Investment RepresentativeCRD 3260861
Autumn Wittlieff
Financial AdvisorCRD 7476234
Michael Custer
Financial PlannerCRD 6875701
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 164Active vs passive
$25.2M in ETFs
23%
$5.9M
67%
$19.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| T ROWE PRICE CAPITAL APPRECIATION EQUITY ETF (TCAF) | T. Rowe Price | Active | Large Blend | $3.2M | 78,197 | 12.74% |
Location
Ludington, MI
Mason
Location
Ludington, MI
Headquartered in Ludington, MI, in the Midwest of the United States.
- Region
- Midwest
- County
- Mason
- Address
- 401 W Ludington Ave
- Time zone
- ET (UTC-5)
- Office locations
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