| Name | Title | Ownership | Since |
|---|---|---|---|
| Ellen Debra Ginsberg Control | Chief Compliance Officer | 50-75% | 1992 |
| Robert Selzer | Director | Under 5% | 1992 |
| Scott Howard Leabman Control | Vice President | 25-50% | 1992 |
Harbor Asset Planning, Inc. reports $159.5 million in regulatory assets under management on its Form ADV.
Harbor Asset Planning, Inc. reports 3 employees.
Harbor Asset Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 617-489-0324 |
| Fax | 617-826-3005 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $159.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $159.5M |