Good Harbor Advisors, Inc.
Firm details
- Headquarters
- Gloucester, Massachusetts
- CRD number
- 143492
- Registered since
- March 16, 2018
- Website
- www.goodharboradvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI77.21%
- Individuals22.33%
- Corporations / Businesses0.25%
- Charitable Organizations0.21%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Good Harbor Advisors, Inc. is an independent registered investment adviser that has been SEC-registered since 2018. The firm is individually owned and serves both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM billing supplemented by hourly and fixed-fee engagements, and its advisory services cover financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting. The firm does not present itself as a capital allocator and is not flagged as an active ESG investor. Industry affiliations include accounting relationships, which suggests coordination with tax or accounting professionals as part of client servicing. Good Harbor appears to deploy a traditional advisory model emphasizing discretionary portfolio management and planning across both private and institutional client segments.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- Cash & Cash Equivalents22%
- Exchange Traded Equities11%
- US Government Bonds6%
- State & Local Bonds3%
Contacts
3 of 4Lonnie Mayer
Registered RepresentativeCRD 6010213

Anke Parpart
Office Manager, Client Service ManagerCRD 5448993

Matthew Babson
PartnerCRD 4758346
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 50Active vs passive
$90M in ETFs
83%
$74.5M
12%
$15.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND (VTIP) | Vanguard | Passive | Short Term Inflation Protected Bond | $8.3M | 168,092 | 9.20% |
Location
Gloucester, MA
Essex
Location
Gloucester, MA
Headquartered in Gloucester, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Essex
- Address
- 1 Blackburn Dr
- Time zone
- ET (UTC-5)
- Office locations
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