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

Po Box 78, Belmont, MA 02478

http://harborassetplanning.com

By the Numbers

Total Assets Under Management

126

MILLION
Total Number of Accounts

91

ACCOUNTS
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.

Showing 1 - 2 of 2 top financial advisors.

Ellen D. Ginsberg

CRD#: 5195589

Belmont, MA

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.

Scott H. Leabman

CRD#: 5296025

Belmont, MA

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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