New Harbor Financial Group, LLC

New Harbor Financial Group, LLC (CRD# 155528) is a financial advisory firm headquartered in Leominster, MA. They manage $149,904,000 in 1,351 accounts and serve the financial needs of clients across 15 states (or territories).

By the Numbers
  • Total Assets Under Management
    150
    MILLION
  • Total Number of Accounts
    1,351
    ACCOUNTS
  • Average Account Value
    $110,958
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, GA, MA, ME, MN, NC, NH, NY, PA, TX, VA, VT, WA

Financial Advisors at New Harbor Financial Group, LLC
Showing 1 - 4 of 4 top financial advisors.
1
William R. Cole
CRD#: 714542
54 Main Street, Suite 102, Leominster, MA 01453
96
Wealthminder
score

William Cole (CRD# 714542) is an Investment Advisor Representative working at New Harbor Financial Group, LLC in Leominster, MA and has over 37 years of experience in the finance industry. William Cole has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John Llodra
CRD#: 4675045
54 Main Street, Suite 102, Leominster, MA 01453
96
Wealthminder
score

John Llodra (CRD# 4675045) is an Investment Advisor Representative working at New Harbor Financial Group, LLC in Leominster, MA and has over 14 years of experience in the finance industry. John Llodra has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael R. Preston
CRD#: 4050238
54 Main Street, Suite 102, Leominster, MA 01453
96
Wealthminder
score

Michael Preston (CRD# 4050238) is an Investment Advisor Representative working at New Harbor Financial Group, LLC in Leominster, MA and has over 17 years of experience in the finance industry. Michael Preston has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Justin D. Griffin
CRD#: 5974758
54 Main Street, Suite 102, Leominster, MA 01453
90
Wealthminder
score

Justin Griffin (CRD# 5974758) is an Investment Advisor Representative working at New Harbor Financial Group, LLC in Leominster, MA and has over 5 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.