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Northport Harbor Financial Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,000,000
Clients
10
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$300,000
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
Financial planning
Portfolio management
Fee options
Hourly charges offered (specific rates not stated)
Main office location
Northport Harbor Financial Services, LLC
3 Chamberlin Drive
Litchfield NH 03052, United States
Number of offices
0
Most active in
Northport Harbor Financial Services, LLC has reported serving >5 clients in these states in the last 12 months.
New Hampshire
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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