Overview
Assets Under Management: $191 million
Headquarters: DANIEL ISLAND, SC
High-Net-Worth Clients: 72
Average Client Assets: $2 million
Frequently Asked Questions
HARBOUR WEALTH MANAGEMENT GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #314496), HARBOUR WEALTH MANAGEMENT GROUP, INC. is subject to fiduciary duty under federal law.
HARBOUR WEALTH MANAGEMENT GROUP, INC. is headquartered in DANIEL ISLAND, SC.
HARBOUR WEALTH MANAGEMENT GROUP, INC. serves 72 high-net-worth clients according to their SEC filing dated February 21, 2025. View client details ↓
According to their SEC Form ADV, HARBOUR WEALTH MANAGEMENT GROUP, INC. offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
HARBOUR WEALTH MANAGEMENT GROUP, INC. manages $191 million in client assets according to their SEC filing dated February 21, 2025.
According to their SEC Form ADV, HARBOUR WEALTH MANAGEMENT GROUP, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 72
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.36
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 473
Discretionary Accounts: 444
Non-Discretionary Accounts: 29
Regulatory Filings
CRD Number: 314496
Last Filing Date: 2025-02-21 00:00:00
Website: https://harbourwmg.com