Investment adviser · CRD 162381

HARBOR SPRINGS FINANCIAL MANAGEMENT LLC

Investment adviser filing (IA)

SOUTH BEND, IN, United States · Form ADV filed Jul 25, 2016

Regulatory AUM
$48.1M
Form ADV · Item 5.F
Client accounts
165
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 25, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Investment company portfolio management

Compensation

Percentage of assets · Hourly · Fixed

Principal office

202 S. MICHIGAN STREET, SUITE 903
SOUTH BEND, IN, 46601, United States

CRD 162381

Filing source

Form ADV 1031126 · Jul 25, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.