Northport Harbor Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Northport Harbor Financial Services, LLC provides ongoing investment advisory and portfolio management services to a compact client base. The firm operates on a percentage-of-assets-under-management fee model and its ADV indicates it does not accept individual clients who are not high-net-worth.
Services are delivered through individualized investment recommendations and account oversight rather than mass-market products, with reporting and reviews conducted under the terms of client agreements. The firm’s ADV emphasizes tailored advice and ongoing portfolio management as its primary client-facing activities.
What is distinctive is the concentrated scale and client mix: roughly ten clients and about $3 million in assets under management, combined with an explicit exclusion of non‑high‑net‑worth individual clients. That combination — a very small roster focused on higher‑net‑worth relationships — is less common among independent advisory firms.
Client services
Fee options
Hourly charges offered (specific rates not stated)
Main office
3 Chamberlin Drive
Litchfield NH 03052
Advisors at this office
1
Most active in
New Hampshire
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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