Harbor Asset Planning, Inc.
Harbor Asset Planning, Inc. (CRD# 144944) is a financial advisory firm headquartered in Belmont, MA. They manage $125,637,297 in 91 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Harbor Asset Planning, Inc.
By the Numbers
-
Total Assets Under Management126MILLION
-
Total Number of Accounts91ACCOUNTS
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Average Account Value$1,380,630
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, MD, TX, VA
Financial Advisors at Harbor Asset Planning, Inc.
1
Ellen Ginsberg (CRD# 5195589) is an Investment Advisor Representative working at Harbor Asset Planning, Inc. in Belmont, MA and has over 17 years of experience in the finance industry.
2
Scott Leabman (CRD# 5296025) is an Investment Advisor Representative working at Harbor Asset Planning, Inc. in Belmont, MA and has over 16 years of experience in the finance industry.
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