Harbour Wealth Management Group, Inc.

RIASEC RegisteredEst. 2021

Total AUM

$266M

Discretionary

$233M

88% of AUM

Avg account

$518K

Accounts

514

Employees

Advisory reps

Firm details

Headquarters: Daniel Island, South Carolina
CRD number: 314496
Registered since: May 24, 2021
Website: www.harbourwealthmanagement.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI74.58%
Pension & Profit Sharing Plans11.35%
Individuals9.39%
Corporations / Businesses3.66%
Charitable Organizations1.03%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Harbour Wealth Management Group, Inc. is an independent, SEC-registered investment adviser operating as a corporation and owned by an individual. The firm is a capital allocator that serves both individual and family clients as well as institutional relationships. Its service mix emphasizes financial planning, discretionary and non-discretionary portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. Harbour charges fees on a percentage-of-AUM basis and also offers hourly and fixed-fee arrangements. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.