New Harbor Financial Group, LLC
Firm details
- Headquarters
- Worcester, Massachusetts
- CRD number
- 155528
- Registered since
- December 21, 2010
- Website
- newharborfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI69.99%
- Individuals28.34%
- Charitable Organizations0.9%
- Pension & Profit Sharing Plans0.76%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
New Harbor Financial Group, LLC is an independent registered investment adviser that’s been SEC-registered since 2010. The firm is organized as an owner-operated LLC and serves both individual/family clients and institutional accounts. Its service mix centers on financial planning, portfolio management for individuals, small businesses and institutions, and client education through seminars and workshops. Fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee options. New Harbor does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds56%
- US Government Bonds36%
- Exchange Traded Equities6%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 47Active vs passive
$849M in ETFs
100%
$848M
0%
$849K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK GOLD MINERS ETF (GDX) | VanEck | Passive | Equity Precious Metals | $51.4M | 585,790 | 6.06% |
Location
Worcester, MA
Worcester
Location
Worcester, MA
Headquartered in Worcester, 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
- Worcester
- Address
- 146 Main St
- Time zone
- ET (UTC-5)
- Office locations
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