The Harbor Group, Inc.
Firm details
- Headquarters
- Bedford, New Hampshire
- CRD number
- 105637
- Registered since
- December 14, 1984
- Website
- harborgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI89.96%
- Individuals9.42%
- Pension & Profit Sharing Plans0.4%
- Charitable Organizations0.22%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
The Harbor Group, Inc. is an independent, SEC-registered investment adviser operating since 1984 that focuses on serving individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and acts as a selector of third-party advisers — reflecting its role as a capital allocator. Its fee arrangements include AUM-based charges as well as hourly and fixed-fee engagements. The Harbor Group identifies as an active ESG investor and has been recognized by Citywire in 2025 (50 Growers Across America).
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 Funds91%
- Exchange Traded Equities3%
- Cash & Cash Equivalents3%
- Other2%
- Private Funds1%
Owners & executives
3 of 3
Timothy Riley
CEOCRD 1012436
Christopher Macbean
Chief Planning OfficerCRD 5952398
Ryan Callaghan
Partner, Chief Investment OfficerCRD 6106822
Contacts
3 of 6
Michael Doyle
Financial PlannerCRD 4583471
Christopher Barnes
Financial PlannerCRD 7329837
Adam Bergeron
Financial PlannerCRD 7073806
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 87Active vs passive
$822M in ETFs
56%
$456M
41%
$366M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FRANKLIN LIBERTYQ US MID CAP EQUITY (FLQM) | Passive | Mid Cap Blend | $54.7M | 945,316 | 6.65% |
Location
Bedford, NH
Hillsborough
Location
Bedford, NH
Headquartered in Bedford, NH, 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
- Hillsborough
- Address
- 331 S River Rd
- Time zone
- ET (UTC-5)
- Office locations
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