# Harbor Asset Planning

Harbor Asset Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 144944
- **SEC file number:** 801-129471
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/144944

## About

HARBOR ASSET PLANNING, INC. is an SEC-registered investment adviser in BELMONT, MA, registered since 2024. The firm manages approximately $187 million in assets. It has 3 employees and 1 investment adviser.

## Questions

### What is known about the leadership or investment decision-makers at Harbor Asset Planning?

The principals and leadership team have not been publicly disclosed. The firm has no visible digital footprint naming its founder, investment committee, or key advisors — a practice not uncommon among private family offices that prioritize confidentiality over public recognition of their leadership.

## Related profiles

- [Harang Invest](https://altss.com/profile/harang-invest)

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Last updated: 2026-07-06T01:24:17.946Z

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