New Harbor Financial Group, LLC

New Harbor Financial Group, LLC (CRD# 155528) is a financial advisory firm headquartered in Worcester, MA. They manage $495,490,078 in 1,972 accounts and serve the financial needs of clients across 40 states (or territories).

By the Numbers
  • Total Assets Under Management
    495
    MILLION
  • Total Number of Accounts
    1,972
    ACCOUNTS
  • Average Account Value
    $251,263
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at New Harbor Financial Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Justin D. Griffin
CRD#: 5974758
146 Main Street, Suite 302, Worcester, MA 01608

Justin Griffin (CRD# 5974758) is an Investment Advisor Representative working at New Harbor Financial Group, LLC in Worcester, MA and has over 12 years of experience in the finance industry.

2
John C. Llodra
CRD#: 4675045
146 Main Street, Suite 302, Worcester, MA 01608

John Llodra (CRD# 4675045) is an Investment Advisor Representative working at New Harbor Financial Group, LLC in Worcester, MA and has over 20 years of experience in the finance industry.

3
Michael R. Preston
CRD#: 4050238
146 Main Street, Suite 302, Worcester, MA 01608

Michael Preston (CRD# 4050238) is an Investment Advisor Representative working at New Harbor Financial Group, LLC in Worcester, MA and has over 24 years of experience in the finance industry.

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