HARBOR ASSET PLANNING, INC.
SEC Form ADV profile.
Total regulatory AUM
$187,283,095
Discretionary
$187,283,095
Non-discretionary
$0
Firm details
- CRD number
- 144944
- SEC file number
- 801-129471
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://HARBORASSETPLANNING.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.