HARBOR FINANCIAL INSTITUTE LTD

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DENVER, Colorado
CRD number
340081
Registered since
December 17, 2025

Firm profile

FINTRX

Overview

Harbor Financial Institute Ltd operates as a limited liability company and is classified as an unclassified entity. Established in 2025, the firm is registered with the SEC and engages in business activities primarily as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA). While the firm does not actively pursue ESG investments, it maintains affiliations with broker-dealers and other investment advisers. Harbor Financial Institute Ltd focuses on private equity, managing one fund in this category, which reflects its investment strategy and preferences.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • JINXIN YAO

    DirectorCRD 8202669

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
1401 Lawrence St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth