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The Harbor Group, Inc.

● SEC registered since 1984CRD 105637SEC# 801-22924Bedford, NH
Export (members)
Reg. AUM
$1.73B
Employees
22
Accounts
3,608
Location
Bedford, NH

The Harbor Group, Inc. assets under management

The Harbor Group, Inc. is an investment advisory firm registered with the SEC based in Bedford, NH. The firm has been registered since 1984. It reports $1.7 billion in regulatory assets under management and employs 22 people.

The Harbor Group, Inc. owners & executives

9 reported
NameTitleOwnershipSince
Christopher R MacBean Revocable Trust of 2022 ControlShareholder25-50%2022
Christopher Robert MacBean ControlChief Compliance Officer (02/2024) / Chief Planning OfficerUnder 5%2021
Ryan J Callaghan Revocable Trust of 2022 ControlShareholder25-50%2022
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Frequently asked questions

How much does The Harbor Group, Inc. manage?

The Harbor Group, Inc. reports $1.7 billion in regulatory assets under management on its Form ADV.

How many employees does The Harbor Group, Inc. have?

The Harbor Group, Inc. reports 22 employees.

Where is The Harbor Group, Inc. located?

The Harbor Group, Inc. is based in Bedford, NH and has been SEC-registered since 1984.

Does The Harbor Group, Inc. disclose fund performance?

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

Contact & registration

Address331 South River Road, Bedford, NH 03110
Phone603-668-0634
Fax603-668-4561
Office hours8:00 a.m. To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK1840486
Discloses disciplinary historyNo

Assets under management

Discretionary$1.69B
Non-discretionary$48.4M
Total (RAUM)$1.73B