Harbor Asset Planning, Inc.
● SEC registered since 2024CRD 144944SEC# 801-129471
Reg. AUM
$187.3M
Employees
3
Accounts
99
Location
—
Harbor Asset Planning, Inc. assets under management
Harbor Asset Planning, Inc. is an SEC-registered investment adviser. The firm has been registered since 2024. It reports $187.3 million in regulatory assets under management and employs 3 people.
Harbor Asset Planning, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ellen Debra Ginsberg Control | Chief Compliance Officer | 50-75% | 1992 |
| Robert Selzer | Director | Under 5% | 1992 |
| Scott Howard Leabman Control | Vice President | 25-50% | 1992 |
Frequently asked questions
How much does Harbor Asset Planning, Inc. manage?
Harbor Asset Planning, Inc. reports $187.3 million in regulatory assets under management on its Form ADV.
How many employees does Harbor Asset Planning, Inc. have?
Harbor Asset Planning, Inc. reports 3 employees.
Does Harbor Asset Planning, Inc. disclose fund performance?
Harbor Asset Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 617-489-0324 |
| Fax | 617-826-3005 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$187.3M▲ 17%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$187.3Mregulatory AUM
Discretionary $187.3M