HARBOR LIGHT PLANNING, LLC

HARBOR LIGHT PLANNING, LLC is an SEC-registered investment adviser (CRD 129022). Regulatory assets under management: $111.1M.

Registration

• CRD: 129022
• SEC file number: 801-136411
• Type: Registered investment adviser
• Phone: 248-344-9616
• Latest filing: 2026-05-01
• Regulatory AUM: $111.1M
• Discretionary AUM: $111.1M
• Clients: 1
• Accounts: 314

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129022 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search