H&
Harbor & Grow Llc
State-registered
Investment Adviser · Boutique (under $100M)
CRD 343128
·
☆ Save with Pro
ADV data as of Oct 05, 2026
- Regulatory AUM
- $0
- Discretionary
- $0
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 0
- Employees
- 1
AUM over time
$0
$0
Aug 25, 2026
Oct 5, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Oct 05, 2026
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Oct 05, 2026.
View current Form ADV (SEC/IAPD) ↗