Wealth Manager
    SEC Registered
    Manages Private Funds

    The Harbor Group, Inc.

    Registered investment advisor · Bedford, New Hampshire · CRD #105637

    Assets Under Management
    $2B
    Client Accounts
    3,734
    Employees
    22
    CRD Number
    105637
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About The Harbor Group, Inc.

    The Harbor Group, Inc. is a local investment advisory firm in Bedford, NH, managing nearly $1.7 billion in assets. They focus on wealth management, offering services like asset custody, trade execution, and investment product selection. The firm employs 18 professionals, including 8 specialized advisors.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is The Harbor Group, Inc.'s AUM?

    The Harbor Group, Inc. reports approximately $2B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is The Harbor Group, Inc. headquartered?

    The Harbor Group, Inc. is headquartered in Bedford, New Hampshire.

    What is The Harbor Group, Inc.'s CRD number?

    The Harbor Group, Inc.'s CRD number is 105637. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does The Harbor Group, Inc. manage?

    The Harbor Group, Inc. manages approximately 3,734 client accounts according to its latest SEC filing.

    Is The Harbor Group, Inc. SEC registered?

    Yes, The Harbor Group, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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