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New Harbor Financial Group, LLC

● SEC registered since 2010CRD 155528SEC# 801-72007Worcester, MA
Export (members)
Reg. AUM
$576.9M
Employees
8
Accounts
2,012
Location
Worcester, MA

New Harbor Financial Group, LLC assets under management

New Harbor Financial Group, LLC is an SEC-registered investment adviser based in Worcester, MA. The firm has been registered since 2010. It reports $576.9 million in regulatory assets under management and employs 8 people.

New Harbor Financial Group, LLC owners & executives

3 reported
NameTitleOwnershipSince
Christine Marie DriscoChief Compliance OfficerUnder 5%2011
John Christopher Llodra ControlManaging Member50-75%2005
Michael Robert Preston ControlManaging Member50-75%2005

Frequently asked questions

How much does New Harbor Financial Group, LLC manage?

New Harbor Financial Group, LLC reports $576.9 million in regulatory assets under management on its Form ADV.

How many employees does New Harbor Financial Group, LLC have?

New Harbor Financial Group, LLC reports 8 employees.

Where is New Harbor Financial Group, LLC located?

New Harbor Financial Group, LLC is based in Worcester, MA and has been SEC-registered since 2010.

Does New Harbor Financial Group, LLC disclose fund performance?

New Harbor Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address146 Main Street, Suite 302, Worcester, MA 01608
Phone978-537-7701
Fax978-537-7702
Office hours8:30a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$563.8M
Non-discretionary$13.2M
Total (RAUM)$576.9M