HARBOR FINANCIAL GROUP, INC.
CRD #105032 SEC #801-33557 BOULDER, CO 303-939-8788
SEC Registered
Total AUM
$283.1M
Discretionary
$278.8M
Employees
7
Clients
101
Accounts
862
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $316.4M | $312.1M | $4.4M | 7 | 0 |
| Mar 2024 | $283.1M | $278.8M | $4.3M | 7 | 0 |
| Apr 2023 | $283.1M | $278.8M | $4.3M | 9 | 0 |
| Mar 2023 | $283.1M | $278.8M | $4.3M | 8 | 0 |
| Mar 2022 | $341.2M | $336.8M | $4.4M | 8 | 0 |
| Apr 2021 | $275.8M | $271.4M | $4.3M | 7 | 0 |
| Mar 2021 | $275.8M | $271.4M | $4.3M | 7 | 0 |
| Jun 2020 | $227.4M | $222.2M | $5.2M | 8 | 0 |
| Jun 2020 | $227.4M | $222.2M | $5.2M | 8 | 0 |
| Mar 2020 | $227.4M | $222.2M | $5.2M | 8 | 0 |
| Mar 2019 | $173M | $171.3M | $1.6M | 7 | 2 |
| Mar 2018 | $178.7M | $175.3M | $3.4M | 7 | 2 |
| Mar 2017 | $157.4M | $141.8M | $15.6M | 7 | 200 |
| Oct 2016 | $151.7M | $138M | $13.7M | 7 | 200 |
| Mar 2016 | $144.2M | $133.5M | $10.7M | 7 | 200 |
| Mar 2015 | $145.8M | $134.3M | $11.5M | 7 | 200 |
| Aug 2014 | $139.1M | $125.8M | $13.4M | 7 | 200 |
| May 2014 | $139.1M | $125.8M | $13.4M | 7 | 200 |
| Mar 2014 | $139.1M | $125.8M | $13.4M | 7 | 200 |
| Mar 2013 | $114.8M | $103.6M | $11.2M | 7 | 200 |
| Oct 2012 | $102.5M | $91M | $11.4M | 6 | 200 |
| Sep 2012 | $102.5M | $91M | $11.4M | 6 | 200 |
| Aug 2012 | $102.5M | $91M | $11.4M | 6 | 200 |
| Mar 2012 | $102.5M | $91M | $11.4M | 6 | 200 |
| Mar 2011 | $94.4M | $83.7M | $10.7M | 10 | -- |
| Mar 2011 | $94.4M | $83.7M | $10.7M | 10 | -- |
| Mar 2009 | $70.5M | $70.3M | $197K | 10 | -- |
| Mar 2008 | $77.6M | $59.4M | $18.2M | 10 | -- |
| Mar 2007 | $65.6M | $41.8M | $23.8M | 5 | -- |
| Mar 2006 | $55.2M | $23.7M | $31.5M | 5 | -- |
| Sep 2005 | $48M | $130K | $47.8M | 5 | -- |
| Mar 2004 | $42.6M | $0 | $42.6M | 5 | -- |
| Mar 2002 | $38M | $0 | $38M | 5 | -- |
DateMar 2024
Total AUM$316.4M
Discretionary$312.1M
Non-Disc.$4.4M
Employees7
Clients0
DateMar 2024
Total AUM$283.1M
Discretionary$278.8M
Non-Disc.$4.3M
Employees7
Clients0
DateApr 2023
Total AUM$283.1M
Discretionary$278.8M
Non-Disc.$4.3M
Employees9
Clients0
DateMar 2023
Total AUM$283.1M
Discretionary$278.8M
Non-Disc.$4.3M
Employees8
Clients0
DateMar 2022
Total AUM$341.2M
Discretionary$336.8M
Non-Disc.$4.4M
Employees8
Clients0
DateApr 2021
Total AUM$275.8M
Discretionary$271.4M
Non-Disc.$4.3M
Employees7
Clients0
DateMar 2021
Total AUM$275.8M
Discretionary$271.4M
Non-Disc.$4.3M
Employees7
Clients0
DateJun 2020
Total AUM$227.4M
Discretionary$222.2M
Non-Disc.$5.2M
Employees8
Clients0
DateJun 2020
Total AUM$227.4M
Discretionary$222.2M
Non-Disc.$5.2M
Employees8
Clients0
DateMar 2020
Total AUM$227.4M
Discretionary$222.2M
Non-Disc.$5.2M
Employees8
Clients0
DateMar 2019
Total AUM$173M
Discretionary$171.3M
Non-Disc.$1.6M
Employees7
Clients2
DateMar 2018
Total AUM$178.7M
Discretionary$175.3M
Non-Disc.$3.4M
Employees7
Clients2
DateMar 2017
Total AUM$157.4M
Discretionary$141.8M
Non-Disc.$15.6M
Employees7
Clients200
DateOct 2016
Total AUM$151.7M
Discretionary$138M
Non-Disc.$13.7M
Employees7
Clients200
DateMar 2016
Total AUM$144.2M
Discretionary$133.5M
Non-Disc.$10.7M
Employees7
Clients200
DateMar 2015
Total AUM$145.8M
Discretionary$134.3M
Non-Disc.$11.5M
Employees7
Clients200
DateAug 2014
Total AUM$139.1M
Discretionary$125.8M
Non-Disc.$13.4M
Employees7
Clients200
DateMay 2014
Total AUM$139.1M
Discretionary$125.8M
Non-Disc.$13.4M
Employees7
Clients200
DateMar 2014
Total AUM$139.1M
Discretionary$125.8M
Non-Disc.$13.4M
Employees7
Clients200
DateMar 2013
Total AUM$114.8M
Discretionary$103.6M
Non-Disc.$11.2M
Employees7
Clients200
DateOct 2012
Total AUM$102.5M
Discretionary$91M
Non-Disc.$11.4M
Employees6
Clients200
DateSep 2012
Total AUM$102.5M
Discretionary$91M
Non-Disc.$11.4M
Employees6
Clients200
DateAug 2012
Total AUM$102.5M
Discretionary$91M
Non-Disc.$11.4M
Employees6
Clients200
DateMar 2012
Total AUM$102.5M
Discretionary$91M
Non-Disc.$11.4M
Employees6
Clients200
DateMar 2011
Total AUM$94.4M
Discretionary$83.7M
Non-Disc.$10.7M
Employees10
Clients--
DateMar 2011
Total AUM$94.4M
Discretionary$83.7M
Non-Disc.$10.7M
Employees10
Clients--
DateMar 2009
Total AUM$70.5M
Discretionary$70.3M
Non-Disc.$197K
Employees10
Clients--
DateMar 2008
Total AUM$77.6M
Discretionary$59.4M
Non-Disc.$18.2M
Employees10
Clients--
DateMar 2007
Total AUM$65.6M
Discretionary$41.8M
Non-Disc.$23.8M
Employees5
Clients--
DateMar 2006
Total AUM$55.2M
Discretionary$23.7M
Non-Disc.$31.5M
Employees5
Clients--
DateSep 2005
Total AUM$48M
Discretionary$130K
Non-Disc.$47.8M
Employees5
Clients--
DateMar 2004
Total AUM$42.6M
Discretionary$0
Non-Disc.$42.6M
Employees5
Clients--
DateMar 2002
Total AUM$38M
Discretionary$0
Non-Disc.$38M
Employees5
Clients--