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NEW HARBOR FINANCIAL GROUP, LLC

WORCESTER, MA · CRD 155528 · IAPD ↗ · newharborfinancial.com · 978-537-7701

$820.9MRegulatory AUM
6Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
40States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

66
April 2026 — NEW HARBOR FINANCIAL GROUP, LLC reported RAUM up 42% ($576.9M -> $820.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
March 2025 — NEW HARBOR FINANCIAL GROUP, LLC crossed $500M in regulatory AUM ($495.5M -> $576.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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