A complete list of active advisors currently associated with Northport Harbor Financial Services, LLC
Warmer can help you find a great advisor at Northport Harbor Financial Services, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Northport Harbor Financial Services, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Litchfield, NH
| 18
|
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