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, corporation-structured registered investment adviser that began SEC registration in 2021. The firm is owner-operated and positions itself as a capital allocator for both individual/family and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Harbour does not identify as an active ESG investor and is not structured as a multi-state adviser.