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THE HARBOR GROUP, INC.

BEDFORD, NH · CRD 105637 · IAPD ↗ · 603-668-0634

$2.00BRegulatory AUM
9Advisory reps
22Employees
0Clients
251-500Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
October 2026 — THE HARBOR GROUP, INC. notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
72
March 2025 — THE HARBOR GROUP, INC. grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.