Harbor Financial Group, Inc.
Boulder, Colorado
Harbor Financial Group, Inc., based out of Boulder, CO, is a reputable investment advisory firm catering to high net worth individuals. With over 170 individual clients and more than $283,085,000 in assets under management, the firm has established a strong presence in the financial industry. With two offices in operation, Harbor Financial Group, Inc. offers comprehensive investment management services.
While 401K and individual accounts account for less than 30% of their assets under management, the firm possesses the expertise to handle employer funds. Notably, 98% of the assets they manage are discretionary, highlighting their...
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Assets Under Mgmt
$283.08M
Investment Professionals
4
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Publication of periodicals or newsletters
Educational seminars/workshops
Articles
Articles
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