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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 6, 2024
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | E | Control |
| FOSTER, ELYSE, DOLPH | I | CHIEF COMPLIANCE OFFICER | E | Control |
| FOSTER, ELYSE, DOLPH | I | PRESIDENT | D | Control |
| FOSTER, ELYSE, DOLPH | I | CHIEF COMPLIANCE OFFICER | D | Control |
| MILLER, MEGAN, FOSTER | I | CHIEF INVESTMENT OFFICER | C | Control |
| MILLER, MEGAN, FOSTER | I | CHIEF INVESTMENT OFFICER | C | Control |
| MILLER, MEGAN, FOSTER | I | CHIEF INVESTMENT OFFICER | C | Control |
| MILLER, MEGAN, FOSTER | I | CHIEF INVESTMENT OFFICER | C | Control |
| MILLER, MEGAN, FOSTER | I | CHIEF INVESTMENT OFFICER | C | Control |
| MILLER, MEGAN, FOSTER | I | VICE PRESIDENT OF OPERATIONS | B | |
| MILLER, MEGAN, FOSTER | I | CHIEF INVESTMENT OFFICER | B | |
| MILLER, MEGAN, FOSTER | I | CHIEF INVESTMENT OFFICER | B | |
| MILLER, MEGAN, FOSTER | I | CHIEF INVESTMENT OFFICER | B | Control |
| MILLER, MEGAN, FOSTER | I | CHIEF INVESTMENT OFFICER | B | Control |
| MILLER, MEGAN, FOSTER | I | CHIEF INVESTMENT OFFICER | B | Control |
| MILLER, MEGAN, FOSTER | I | CHIEF INVESTMENT OFFICER | B | Control |
| MILLER, MEGAN, FOSTER | I | CHIEF INVESTMENT OFFICER | B | Control |
| MILLER, MEGAN, FOSTER | I | CHIEF INVESTMENT OFFICER | B | Control |
| BAHAM, JENNIFER, MARLOW | I | FINANCIAL PLANNING MANAGER & WEALTH MANAGER | A | Control |
| BAHAM, JENNIFER, MARLOW | I | FINANCIAL PLANNING MANAGER & WEALTH MANAGER | A | Control |
| BAHAM, JENNIFER, MARLOW | I | FINANCIAL PLANNING MANAGER & WEALTH MANAGER | A | Control |
| BAHAM, JENNIFER, MARLOW | I | FINANCIAL PLANNING MANAGER & WEALTH MANAGER | A | Control |
| FOSTER, MEGAN, DOLPH | I | VICE PRESIDENT OF OPERATIONS | A | |
| FOSTER, MEGAN, DOLPH | I | VICE PRESIDENT OF OPERATIONS | A |
Registrations
Federal
IA
Mar 6, 2024 REGISTERED
Notice Filings (1)
CO
Address
1909 26TH STREET, SUITE 1ABOULDER, CO 80302
United States
Phone: 303-939-8788