HARBOR ADVISORY CORPORATION

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Massachusetts, United States

Employees

Total Number of Employees	3
Investment Advisory/Research	3
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	405	$402.1M
Non-Discretionary	3	$652,813
Total	408	$402.8M

Clients

Type	Number	RAUM
Individuals	64	$24.4M
HNW Individuals	84	$372.4M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$6.0M
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers)Publication of periodicals or newslettersEducational seminars/workshops
Compensation	% of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number	801-8915
SEC ERA File Number	801-8915
SEC CIK Numbers	1100710
SEC CRD Numbers	105151
Legal Entity Identifier	None

Principal Office

500 MARKET ST., STE 11
PORTSMOUTH
NH
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic