Harbor Asset Planning, Inc.
Harbor Asset Planning, Inc. is an SEC-registered ria with $187.3M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Harbor Asset Planning, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 144944, SEC 801-129471, data through 2026-01-09.
- AUM (assets under management / regulatory AUM)
- $187.3M (2026-01-09)
- Firm type
- Ria
- Employees
- 3
- Clients
- 99
- CRD
- 144944
- Ownership
- GINSBERG, ELLEN, DEBRA; SELZER, ROBERT; LEABMAN, SCOTT, HOWARD
How much AUM does Harbor Asset Planning, Inc. have?
Harbor Asset Planning, Inc. reported $187.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-09).
Who owns Harbor Asset Planning, Inc.?
Disclosed owners and executives of Harbor Asset Planning, Inc. include GINSBERG, ELLEN, DEBRA, SELZER, ROBERT, LEABMAN, SCOTT, HOWARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.