Harbour Wealth Partners, Inc.

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
4
Advisory reps
4

Firm details

Headquarters
Indianapolis, Indiana
CRD number
122648
Fee structure
Hourly Charges, Fixed Fees
Services
Financial Planning

Firm profile

FINTRX

Overview

Harbour Wealth Partners, Inc. is an independent, individually owned registered investment adviser organized as a corporation that focuses on serving individual and family clients. The firm’s advisory offering centers on financial planning, delivered through fixed-fee and hourly charge arrangements rather than an asset-based fee model. FINTRX data indicates the firm does not position itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Ross Welch

    Ross Welch

    Operations SpecialistCRD 7572102

  • Eric Welch

    Eric Welch

    PresidentCRD 2347805

  • Lane Lyday

    Lane Lyday

    Registered Investment Advisor RepresentativeCRD 4463931

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Indianapolis, IN

Marion

Location

Indianapolis, IN

Headquartered in Indianapolis, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.

Metro area
Indianapolis-Carmel-Muncie, IN
Region
Midwest
County
Marion
Address
9820 Westpoint Dr
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth