Harborfront Financial Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Ludington, MI. Its latest Form ADV filing, dated March 23, 2026, reports $149M in regulatory assets under management, 6 employees, 2 offices, and 781 accounts.
Assets Under Management
$149M
Employees
6
Offices
2 offices
Total Clients
604
Primary office
LUDINGTON, MI
401 W LUDINGTON AVE, STE 103, LUDINGTON, MI, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.5% of total clients.
Top client categories% of clientsClients
1
Individuals
72.5%
438
2
HNWI
26.2%
158
3
Pension Plans
1.3%
8
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$149Mas of March 23, 2026
Discretionary98.1%
$146M
98% of total RAUM98.1%
Non-discretionary1.9%
$3M
2% of total RAUM1.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$149M
Total Accounts781
10Y AUM Change+$149M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee101:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.