New Harbor Financial Group, LLC

Overview

New Harbor Financial Group, LLC is an SEC registered investment adviser based in Worcester, MA, registered since 2010. It reports $821M in assets under management across 2,197 accounts, with 9 employees. It has 5 investment adviser representatives.

Reported AUM

$821M

Discretionary

97%

Accounts

2,197

Average account

$374K

Employees

9

Advisory reps

5

Registered since

2010

Jurisdictions

40

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 3

• John Christopher Llodra Managing Member CRD 4675045
• Michael Robert Preston Managing Member CRD 4050238
• Christine Marie Drisco Chief Compliance Officer CRD 3249128

Advisory reps 3 of 5

• Justin David Griffin Investment Adviser Rep CRD 5974758
• John Christopher Llodra Investment Adviser Rep CRD 4675045
• John Paul Maher Investment Adviser Rep CRD 7904050

2 more advisory reps, with emails, phones and branch locations

Location

Headquarters

146 Main St Ste 302
Worcester, MA 01608

County

Worcester

Metro area

Worcester, MA-CT

Region

Northeast

Registrations

• SEC registered
• Registered in 40 jurisdictions
• Website: newharborfinancial.com

Every state, with registration dates

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