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NEW HARBOR FINANCIAL GROUP, LLC
NEW HARBOR FINANCIAL GROUP, LLC
WORCESTER, Massachusetts
·
3 registered advisors
·
CRD# 155528
SEC# 801-72007
0
978-537-7701
01
Firm Overview
AUM
$495M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at NEW HARBOR FINANCIAL GROUP, LLC
3 registered advisors
Christine Marie Drisco
WORCESTER, Massachusetts
CRD# 3249128
John Llodra
WORCESTER, Massachusetts
CRD# 4675045
Michael Robert Preston
WORCESTER, Massachusetts
CRD# 4050238
05
Office Locations
WORCESTER, Massachusetts
3 advisors
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Data sourced from SEC Form ADV filings. NEW HARBOR FINANCIAL GROUP, LLC (CRD# 155528) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.