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HARBORFRONT FINANCIAL GROUP
HARBORFRONT FINANCIAL LLC
CRD 331763 · SEC 801-131145
401 W LUDINGTON AVE, STE 103, LUDINGTON, MI, 49431, United States
Phone
231-843-1516
Fax
231-843-0208
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$149.0M
Discretionary AUM
$146.2M
Team
6 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 438 | $77.0M |
| High net worth individuals | 158 | $69.9M |
| Pension/profit sharing plans | 8 | $1.5M |
States served
IN, MI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD