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Harness Investment Management Group, LLC (Rockland)


Harness Investment Management Group, LLC is an adviser based in Rockland. It manages $5 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Massachusetts and Oregon.

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Harness Investment Management Group provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Harness Investment Management Group: assets under management

The assets under management (AUM) of Harness Investment Management Group, LLC is $5 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 5456% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $5 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Harness Investment Management Group, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Rockland

The principal office where Harness Investment Management Group, LLC performs its advisory services is located at 800 Hingham Street, Rockland, MA 02370, which is also the mailing address of the firm. An additional office of the firm is in Portland, OR. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 339-469-2872 or by fax 781-871-0991. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.harnessimg.com.


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