THE HARBOR GROUP, INC.
CRD #105637 SEC #801-22924 BEDFORD, NH 603-668-0634
SEC Registered
Total AUM
$1.7B
Discretionary
$1.7B
Employees
22
Clients
251
Accounts
3,608
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.7B | $1.7B | $48.4M | 22 | 0 |
| Mar 2025 | $1.7B | $1.7B | $48.4M | 22 | 0 |
| May 2024 | $1.5B | $1.5B | $45.7M | 20 | 0 |
| Mar 2024 | $1.5B | $1.5B | $45.7M | 20 | 0 |
| Mar 2023 | $1.3B | $1.3B | $42.1M | 18 | 0 |
| Jan 2023 | $1.5B | $1.5B | $45M | 15 | 0 |
| Sep 2022 | $1.5B | $1.5B | $45M | 15 | 0 |
| Aug 2022 | $1.5B | $1.5B | $45M | 15 | 0 |
| Mar 2022 | $1.5B | $1.5B | $45M | 15 | 0 |
| Jan 2022 | $1.4B | $1.3B | $41.6M | 17 | 0 |
| Oct 2021 | $1.4B | $1.3B | $41.6M | 17 | 0 |
| Feb 2021 | $1.4B | $1.3B | $41.6M | 17 | 0 |
| Feb 2021 | $1.4B | $1.3B | $41.6M | 17 | 0 |
| Jan 2021 | $1.2B | $1.1B | $37.2M | 17 | 0 |
| Jan 2021 | $1.2B | $1.1B | $37.2M | 17 | 0 |
| Jun 2020 | $1.2B | $1.1B | $37.2M | 17 | 0 |
| Jun 2020 | $1.2B | $1.1B | $37.2M | 17 | 0 |
| Mar 2020 | $1.2B | $1.1B | $37.2M | 17 | 0 |
| May 2019 | $993.2M | $956.2M | $37M | 18 | 0 |
| Mar 2019 | $993.2M | $956.2M | $37M | 18 | 0 |
| Jan 2019 | $1B | $994.6M | $38.8M | 15 | 0 |
| Jul 2018 | $1B | $994.6M | $38.8M | 15 | 0 |
| Jun 2018 | $1B | $994.6M | $38.8M | 15 | 0 |
| Mar 2018 | $1B | $994.6M | $38.8M | 15 | 0 |
| Sep 2017 | $915.3M | $844.2M | $71.1M | 14 | 600 |
| Mar 2017 | $915.3M | $844.2M | $71.1M | 14 | 600 |
| Mar 2016 | $852.3M | $771.4M | $80.9M | 13 | 600 |
| Mar 2015 | $876.2M | $795.1M | $81M | 15 | 500 |
| Mar 2014 | $953.6M | $850.3M | $103.2M | 9 | 500 |
| Mar 2013 | $877.8M | $821.8M | $56M | 10 | 600 |
| Mar 2012 | $791.3M | $736.3M | $55M | 6 | 600 |
| Nov 2010 | $688.8M | $568.4M | $120.4M | 10 | -- |
| Jan 2010 | $603.7M | $379.7M | $223.9M | -- | -- |
| Jul 2009 | $549.6M | $18.8M | $530.8M | -- | -- |
| Dec 2007 | $645M | $34.9M | $610M | -- | -- |
| Mar 2007 | $537M | $507.2M | $29.8M | -- | -- |
| Feb 2007 | $537M | $507.2M | $29.8M | -- | -- |
| Jan 2007 | $537M | $507.2M | $29.8M | -- | -- |
| Dec 2005 | $455.2M | $25.4M | $429.8M | -- | -- |
| Jan 2005 | $372.9M | $21.6M | $351.3M | -- | -- |
| Mar 2002 | $250.8M | $7.9M | $242.9M | -- | -- |
| Sep 2001 | $260.2M | $8.8M | $251.4M | -- | -- |
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$48.4M
Employees22
Clients0
DateMar 2025
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$48.4M
Employees22
Clients0
DateMay 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$45.7M
Employees20
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$45.7M
Employees20
Clients0
DateMar 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$42.1M
Employees18
Clients0
DateJan 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$45M
Employees15
Clients0
DateSep 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$45M
Employees15
Clients0
DateAug 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$45M
Employees15
Clients0
DateMar 2022
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$45M
Employees15
Clients0
DateJan 2022
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$41.6M
Employees17
Clients0
DateOct 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$41.6M
Employees17
Clients0
DateFeb 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$41.6M
Employees17
Clients0
DateFeb 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$41.6M
Employees17
Clients0
DateJan 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$37.2M
Employees17
Clients0
DateJan 2021
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$37.2M
Employees17
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$37.2M
Employees17
Clients0
DateJun 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$37.2M
Employees17
Clients0
DateMar 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$37.2M
Employees17
Clients0
DateMay 2019
Total AUM$993.2M
Discretionary$956.2M
Non-Disc.$37M
Employees18
Clients0
DateMar 2019
Total AUM$993.2M
Discretionary$956.2M
Non-Disc.$37M
Employees18
Clients0
DateJan 2019
Total AUM$1B
Discretionary$994.6M
Non-Disc.$38.8M
Employees15
Clients0
DateJul 2018
Total AUM$1B
Discretionary$994.6M
Non-Disc.$38.8M
Employees15
Clients0
DateJun 2018
Total AUM$1B
Discretionary$994.6M
Non-Disc.$38.8M
Employees15
Clients0
DateMar 2018
Total AUM$1B
Discretionary$994.6M
Non-Disc.$38.8M
Employees15
Clients0
DateSep 2017
Total AUM$915.3M
Discretionary$844.2M
Non-Disc.$71.1M
Employees14
Clients600
DateMar 2017
Total AUM$915.3M
Discretionary$844.2M
Non-Disc.$71.1M
Employees14
Clients600
DateMar 2016
Total AUM$852.3M
Discretionary$771.4M
Non-Disc.$80.9M
Employees13
Clients600
DateMar 2015
Total AUM$876.2M
Discretionary$795.1M
Non-Disc.$81M
Employees15
Clients500
DateMar 2014
Total AUM$953.6M
Discretionary$850.3M
Non-Disc.$103.2M
Employees9
Clients500
DateMar 2013
Total AUM$877.8M
Discretionary$821.8M
Non-Disc.$56M
Employees10
Clients600
DateMar 2012
Total AUM$791.3M
Discretionary$736.3M
Non-Disc.$55M
Employees6
Clients600
DateNov 2010
Total AUM$688.8M
Discretionary$568.4M
Non-Disc.$120.4M
Employees10
Clients--
DateJan 2010
Total AUM$603.7M
Discretionary$379.7M
Non-Disc.$223.9M
Employees--
Clients--
DateJul 2009
Total AUM$549.6M
Discretionary$18.8M
Non-Disc.$530.8M
Employees--
Clients--
DateDec 2007
Total AUM$645M
Discretionary$34.9M
Non-Disc.$610M
Employees--
Clients--
DateMar 2007
Total AUM$537M
Discretionary$507.2M
Non-Disc.$29.8M
Employees--
Clients--
DateFeb 2007
Total AUM$537M
Discretionary$507.2M
Non-Disc.$29.8M
Employees--
Clients--
DateJan 2007
Total AUM$537M
Discretionary$507.2M
Non-Disc.$29.8M
Employees--
Clients--
DateDec 2005
Total AUM$455.2M
Discretionary$25.4M
Non-Disc.$429.8M
Employees--
Clients--
DateJan 2005
Total AUM$372.9M
Discretionary$21.6M
Non-Disc.$351.3M
Employees--
Clients--
DateMar 2002
Total AUM$250.8M
Discretionary$7.9M
Non-Disc.$242.9M
Employees--
Clients--
DateSep 2001
Total AUM$260.2M
Discretionary$8.8M
Non-Disc.$251.4M
Employees--
Clients--