NEW HARBOR FINANCIAL GROUP, LLC
CRD #155528 SEC #801-72007 WORCESTER, MA 978-537-7701
SEC Registered
Total AUM
$576.9M
Discretionary
$563.8M
Employees
8
Clients
0
Accounts
2,012
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $576.9M | $563.8M | $13.2M | 8 | 0 |
| Feb 2025 | $576.9M | $563.8M | $13.2M | 8 | 0 |
| Sep 2024 | $495.5M | $469.9M | $25.6M | 7 | 0 |
| Mar 2024 | $495.5M | $469.9M | $25.6M | 7 | 0 |
| Sep 2023 | $419.5M | $410.6M | $8.9M | 6 | 0 |
| May 2023 | $419.5M | $410.6M | $8.9M | 6 | 0 |
| Mar 2023 | $419.5M | $410.6M | $8.9M | 6 | 0 |
| Feb 2023 | $419.5M | $410.6M | $8.9M | 6 | 0 |
| Dec 2022 | $340.5M | $334.6M | $5.9M | 6 | 1 |
| Nov 2022 | $340.5M | $334.6M | $5.9M | 6 | 1 |
| Mar 2022 | $340.5M | $334.6M | $5.9M | 6 | 1 |
| Jan 2022 | $276M | $276M | $0 | 6 | 1 |
| Oct 2021 | $276M | $276M | $0 | 6 | 1 |
| Jul 2021 | $276M | $276M | $0 | 6 | 1 |
| May 2021 | $276M | $276M | $0 | 6 | 1 |
| Mar 2021 | $276M | $276M | $0 | 6 | 1 |
| Feb 2021 | $155.1M | $155.1M | $0 | 4 | 1 |
| Jan 2021 | $155.1M | $155.1M | $0 | 4 | 1 |
| Aug 2020 | $155.1M | $155.1M | $0 | 4 | 1 |
| Jun 2020 | $155.1M | $155.1M | $0 | 4 | 1 |
| Mar 2020 | $155.1M | $155.1M | $0 | 4 | 1 |
| Oct 2019 | $136.3M | $136.3M | $0 | 4 | 1 |
| Jun 2019 | $136.3M | $136.3M | $0 | 4 | 1 |
| Apr 2019 | $136.3M | $136.3M | $0 | 4 | 1 |
| Mar 2019 | $136.3M | $136.3M | $0 | 4 | 1 |
| May 2018 | $150.8M | $150.8M | $0 | 4 | 1 |
| May 2018 | $150.8M | $150.8M | $0 | 4 | 1 |
| Mar 2018 | $150.8M | $150.8M | $0 | 4 | 1 |
| Apr 2017 | $145M | $145M | $0 | 4 | 440 |
| Jan 2017 | $145M | $145M | $0 | 4 | 440 |
| Nov 2016 | $149.9M | $149.9M | $0 | 5 | 450 |
| Jul 2016 | $149.9M | $149.9M | $0 | 5 | 450 |
| Feb 2016 | $150M | $140M | $10M | 5 | 450 |
| Dec 2015 | $173M | $165M | $8M | 5 | 468 |
| Dec 2015 | $173M | $165M | $8M | 5 | 468 |
| Apr 2015 | $173M | $165M | $8M | 5 | 468 |
| Mar 2015 | $173M | $165M | $8M | 5 | 468 |
| Feb 2015 | $173M | $165M | $8M | 5 | 468 |
| May 2014 | $199M | $190.4M | $8.6M | 5 | 520 |
| Feb 2014 | $199M | $190.4M | $8.6M | 5 | 520 |
| Nov 2013 | $225.2M | $219.3M | $5.9M | 5 | 450 |
| Aug 2013 | $225.2M | $219.3M | $5.9M | 5 | 450 |
| May 2013 | $225.2M | $219.3M | $5.9M | 5 | 450 |
| Mar 2013 | $225.2M | $219.3M | $5.9M | 5 | 450 |
| Mar 2013 | $225.2M | $219.3M | $5.9M | 5 | 450 |
| Feb 2013 | $208.2M | $203M | $5.2M | 5 | 415 |
| Sep 2012 | $208.2M | $203M | $5.2M | 1 | 415 |
| Mar 2012 | $208.2M | $203M | $5.2M | 1 | 415 |
| Mar 2012 | $208.2M | $203M | $5.2M | 1 | 415 |
| Jun 2011 | $123.5M | $123.5M | $0 | 5 | -- |
| May 2011 | $123.5M | $123.5M | $0 | 5 | -- |
| Feb 2011 | $123.5M | $123.5M | $0 | 5 | -- |
| Jan 2011 | $0 | $0 | $0 | 5 | -- |
| Nov 2010 | $0 | $0 | $0 | 5 | -- |
DateJul 2025
Total AUM$576.9M
Discretionary$563.8M
Non-Disc.$13.2M
Employees8
Clients0
DateFeb 2025
Total AUM$576.9M
Discretionary$563.8M
Non-Disc.$13.2M
Employees8
Clients0
DateSep 2024
Total AUM$495.5M
Discretionary$469.9M
Non-Disc.$25.6M
Employees7
Clients0
DateMar 2024
Total AUM$495.5M
Discretionary$469.9M
Non-Disc.$25.6M
Employees7
Clients0
DateSep 2023
Total AUM$419.5M
Discretionary$410.6M
Non-Disc.$8.9M
Employees6
Clients0
DateMay 2023
Total AUM$419.5M
Discretionary$410.6M
Non-Disc.$8.9M
Employees6
Clients0
DateMar 2023
Total AUM$419.5M
Discretionary$410.6M
Non-Disc.$8.9M
Employees6
Clients0
DateFeb 2023
Total AUM$419.5M
Discretionary$410.6M
Non-Disc.$8.9M
Employees6
Clients0
DateDec 2022
Total AUM$340.5M
Discretionary$334.6M
Non-Disc.$5.9M
Employees6
Clients1
DateNov 2022
Total AUM$340.5M
Discretionary$334.6M
Non-Disc.$5.9M
Employees6
Clients1
DateMar 2022
Total AUM$340.5M
Discretionary$334.6M
Non-Disc.$5.9M
Employees6
Clients1
DateJan 2022
Total AUM$276M
Discretionary$276M
Non-Disc.$0
Employees6
Clients1
DateOct 2021
Total AUM$276M
Discretionary$276M
Non-Disc.$0
Employees6
Clients1
DateJul 2021
Total AUM$276M
Discretionary$276M
Non-Disc.$0
Employees6
Clients1
DateMay 2021
Total AUM$276M
Discretionary$276M
Non-Disc.$0
Employees6
Clients1
DateMar 2021
Total AUM$276M
Discretionary$276M
Non-Disc.$0
Employees6
Clients1
DateFeb 2021
Total AUM$155.1M
Discretionary$155.1M
Non-Disc.$0
Employees4
Clients1
DateJan 2021
Total AUM$155.1M
Discretionary$155.1M
Non-Disc.$0
Employees4
Clients1
DateAug 2020
Total AUM$155.1M
Discretionary$155.1M
Non-Disc.$0
Employees4
Clients1
DateJun 2020
Total AUM$155.1M
Discretionary$155.1M
Non-Disc.$0
Employees4
Clients1
DateMar 2020
Total AUM$155.1M
Discretionary$155.1M
Non-Disc.$0
Employees4
Clients1
DateOct 2019
Total AUM$136.3M
Discretionary$136.3M
Non-Disc.$0
Employees4
Clients1
DateJun 2019
Total AUM$136.3M
Discretionary$136.3M
Non-Disc.$0
Employees4
Clients1
DateApr 2019
Total AUM$136.3M
Discretionary$136.3M
Non-Disc.$0
Employees4
Clients1
DateMar 2019
Total AUM$136.3M
Discretionary$136.3M
Non-Disc.$0
Employees4
Clients1
DateMay 2018
Total AUM$150.8M
Discretionary$150.8M
Non-Disc.$0
Employees4
Clients1
DateMay 2018
Total AUM$150.8M
Discretionary$150.8M
Non-Disc.$0
Employees4
Clients1
DateMar 2018
Total AUM$150.8M
Discretionary$150.8M
Non-Disc.$0
Employees4
Clients1
DateApr 2017
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees4
Clients440
DateJan 2017
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees4
Clients440
DateNov 2016
Total AUM$149.9M
Discretionary$149.9M
Non-Disc.$0
Employees5
Clients450
DateJul 2016
Total AUM$149.9M
Discretionary$149.9M
Non-Disc.$0
Employees5
Clients450
DateFeb 2016
Total AUM$150M
Discretionary$140M
Non-Disc.$10M
Employees5
Clients450
DateDec 2015
Total AUM$173M
Discretionary$165M
Non-Disc.$8M
Employees5
Clients468
DateDec 2015
Total AUM$173M
Discretionary$165M
Non-Disc.$8M
Employees5
Clients468
DateApr 2015
Total AUM$173M
Discretionary$165M
Non-Disc.$8M
Employees5
Clients468
DateMar 2015
Total AUM$173M
Discretionary$165M
Non-Disc.$8M
Employees5
Clients468
DateFeb 2015
Total AUM$173M
Discretionary$165M
Non-Disc.$8M
Employees5
Clients468
DateMay 2014
Total AUM$199M
Discretionary$190.4M
Non-Disc.$8.6M
Employees5
Clients520
DateFeb 2014
Total AUM$199M
Discretionary$190.4M
Non-Disc.$8.6M
Employees5
Clients520
DateNov 2013
Total AUM$225.2M
Discretionary$219.3M
Non-Disc.$5.9M
Employees5
Clients450
DateAug 2013
Total AUM$225.2M
Discretionary$219.3M
Non-Disc.$5.9M
Employees5
Clients450
DateMay 2013
Total AUM$225.2M
Discretionary$219.3M
Non-Disc.$5.9M
Employees5
Clients450
DateMar 2013
Total AUM$225.2M
Discretionary$219.3M
Non-Disc.$5.9M
Employees5
Clients450
DateMar 2013
Total AUM$225.2M
Discretionary$219.3M
Non-Disc.$5.9M
Employees5
Clients450
DateFeb 2013
Total AUM$208.2M
Discretionary$203M
Non-Disc.$5.2M
Employees5
Clients415
DateSep 2012
Total AUM$208.2M
Discretionary$203M
Non-Disc.$5.2M
Employees1
Clients415
DateMar 2012
Total AUM$208.2M
Discretionary$203M
Non-Disc.$5.2M
Employees1
Clients415
DateMar 2012
Total AUM$208.2M
Discretionary$203M
Non-Disc.$5.2M
Employees1
Clients415
DateJun 2011
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees5
Clients--
DateMay 2011
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2011
Total AUM$123.5M
Discretionary$123.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateNov 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--