New Harbor Financial is an investment advisor in Worcester with $419.46 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
202077226
SEC advisor number
801-72007
FINRA CRD number
155528
AUM ?
$495.49 mm
(as of 8 Mar 24)
Accounts
1,972
(as of 8 Mar 24)
Employees
7
(4 investment advisory or research)
Address
New Harbor Financial
54 MAIN STREET
STE 102
LEOMINSTER
MA 01453
54 MAIN STREET
STE 102
LEOMINSTER
MA 01453
Phone
978.537.7701
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 May 24
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
19 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
12 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 Apr 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22