HARBOR ADVISORY CORPORATION
CRD #105151 SEC #801-8915 PORTSMOUTH, NH 603-431-5740
SEC Registered
Total AUM
$443.9M
Discretionary
$443.9M
Employees
3
Clients
101
Accounts
403
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $443.9M | $443.9M | $0 | 3 | 0 |
| Mar 2025 | $443.9M | $443.9M | $0 | 3 | 0 |
| Feb 2025 | $402.8M | $402.1M | $652.8K | 3 | 0 |
| May 2024 | $402.8M | $402.1M | $652.8K | 3 | 0 |
| Mar 2024 | $402.8M | $402.1M | $652.8K | 3 | 0 |
| Mar 2023 | $359.7M | $356.6M | $3.1M | 3 | 1 |
| Jun 2022 | $391.7M | $383.4M | $8.4M | 3 | 2 |
| Apr 2022 | $391.7M | $383.4M | $8.4M | 3 | 2 |
| Mar 2022 | $391.7M | $383.4M | $8.4M | 3 | 2 |
| Mar 2021 | $263.8M | $262.5M | $1.2M | 3 | 2 |
| Dec 2020 | $242.4M | $241.8M | $625.7K | 3 | 2 |
| Nov 2020 | $163.3M | $162.3M | $1.1M | 2 | 1 |
| Aug 2020 | $163.3M | $162.3M | $1.1M | 2 | 1 |
| Jun 2020 | $163.3M | $162.3M | $1.1M | 2 | 1 |
| Mar 2020 | $163.3M | $162.3M | $1.1M | 2 | 1 |
| Apr 2019 | $141.2M | $140.3M | $861.6K | 2 | 1 |
| Mar 2019 | $141.2M | $140.3M | $861.6K | 2 | 1 |
| Mar 2018 | $152.3M | $151.1M | $1.2M | 2 | 1 |
| Mar 2017 | $131.9M | $130.6M | $1.3M | 2 | 114 |
| Mar 2016 | $123.9M | $122.5M | $1.4M | 2 | 26 |
| Mar 2015 | $129.1M | $129.1M | $0 | 2 | 26 |
| Mar 2014 | $123.7M | $123.7M | $0 | 2 | 26 |
| Mar 2013 | $108.4M | $108.4M | $0 | 2 | 26 |
| Mar 2012 | $114.6M | $114.6M | $0 | 1 | 26 |
| Jul 2011 | $115.5M | $115.5M | $0 | 5 | -- |
| Mar 2009 | $102.9M | $102.7M | $164.9K | 5 | -- |
| Mar 2008 | $121.3M | $121.2M | $194.4K | 5 | -- |
| Nov 2007 | $121.9M | $121.7M | $272.3K | 5 | -- |
| Mar 2007 | $121.9M | $121.7M | $272.3K | 5 | -- |
| Mar 2006 | $111.8M | $111.5M | $292.7K | 5 | -- |
| Sep 2005 | $111.9M | $111.6M | $334.8K | 5 | -- |
| Mar 2004 | $99.2M | $98.9M | $342.4K | 5 | -- |
| Oct 2003 | $84.5M | $84.1M | $398.7K | 5 | -- |
| Mar 2002 | $142.7M | $142.3M | $391.5K | 5 | -- |
DateJun 2025
Total AUM$443.9M
Discretionary$443.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2025
Total AUM$443.9M
Discretionary$443.9M
Non-Disc.$0
Employees3
Clients0
DateFeb 2025
Total AUM$402.8M
Discretionary$402.1M
Non-Disc.$652.8K
Employees3
Clients0
DateMay 2024
Total AUM$402.8M
Discretionary$402.1M
Non-Disc.$652.8K
Employees3
Clients0
DateMar 2024
Total AUM$402.8M
Discretionary$402.1M
Non-Disc.$652.8K
Employees3
Clients0
DateMar 2023
Total AUM$359.7M
Discretionary$356.6M
Non-Disc.$3.1M
Employees3
Clients1
DateJun 2022
Total AUM$391.7M
Discretionary$383.4M
Non-Disc.$8.4M
Employees3
Clients2
DateApr 2022
Total AUM$391.7M
Discretionary$383.4M
Non-Disc.$8.4M
Employees3
Clients2
DateMar 2022
Total AUM$391.7M
Discretionary$383.4M
Non-Disc.$8.4M
Employees3
Clients2
DateMar 2021
Total AUM$263.8M
Discretionary$262.5M
Non-Disc.$1.2M
Employees3
Clients2
DateDec 2020
Total AUM$242.4M
Discretionary$241.8M
Non-Disc.$625.7K
Employees3
Clients2
DateNov 2020
Total AUM$163.3M
Discretionary$162.3M
Non-Disc.$1.1M
Employees2
Clients1
DateAug 2020
Total AUM$163.3M
Discretionary$162.3M
Non-Disc.$1.1M
Employees2
Clients1
DateJun 2020
Total AUM$163.3M
Discretionary$162.3M
Non-Disc.$1.1M
Employees2
Clients1
DateMar 2020
Total AUM$163.3M
Discretionary$162.3M
Non-Disc.$1.1M
Employees2
Clients1
DateApr 2019
Total AUM$141.2M
Discretionary$140.3M
Non-Disc.$861.6K
Employees2
Clients1
DateMar 2019
Total AUM$141.2M
Discretionary$140.3M
Non-Disc.$861.6K
Employees2
Clients1
DateMar 2018
Total AUM$152.3M
Discretionary$151.1M
Non-Disc.$1.2M
Employees2
Clients1
DateMar 2017
Total AUM$131.9M
Discretionary$130.6M
Non-Disc.$1.3M
Employees2
Clients114
DateMar 2016
Total AUM$123.9M
Discretionary$122.5M
Non-Disc.$1.4M
Employees2
Clients26
DateMar 2015
Total AUM$129.1M
Discretionary$129.1M
Non-Disc.$0
Employees2
Clients26
DateMar 2014
Total AUM$123.7M
Discretionary$123.7M
Non-Disc.$0
Employees2
Clients26
DateMar 2013
Total AUM$108.4M
Discretionary$108.4M
Non-Disc.$0
Employees2
Clients26
DateMar 2012
Total AUM$114.6M
Discretionary$114.6M
Non-Disc.$0
Employees1
Clients26
DateJul 2011
Total AUM$115.5M
Discretionary$115.5M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$102.9M
Discretionary$102.7M
Non-Disc.$164.9K
Employees5
Clients--
DateMar 2008
Total AUM$121.3M
Discretionary$121.2M
Non-Disc.$194.4K
Employees5
Clients--
DateNov 2007
Total AUM$121.9M
Discretionary$121.7M
Non-Disc.$272.3K
Employees5
Clients--
DateMar 2007
Total AUM$121.9M
Discretionary$121.7M
Non-Disc.$272.3K
Employees5
Clients--
DateMar 2006
Total AUM$111.8M
Discretionary$111.5M
Non-Disc.$292.7K
Employees5
Clients--
DateSep 2005
Total AUM$111.9M
Discretionary$111.6M
Non-Disc.$334.8K
Employees5
Clients--
DateMar 2004
Total AUM$99.2M
Discretionary$98.9M
Non-Disc.$342.4K
Employees5
Clients--
DateOct 2003
Total AUM$84.5M
Discretionary$84.1M
Non-Disc.$398.7K
Employees5
Clients--
DateMar 2002
Total AUM$142.7M
Discretionary$142.3M
Non-Disc.$391.5K
Employees5
Clients--