WEALTHHARBOR CAPITAL GROUP, LLC

433 Metairie Rd
Suite 500
Metairie, Louisiana 70005
Tel: 504-482-1962

About WEALTHHARBOR CAPITAL GROUP, LLC

WEALTHHARBOR CAPITAL GROUP, LLC, formally registered with the SEC as WEALTHHARBOR CAPITAL GROUP, LLC. The firm was established in 01/16/2004. They have over 1 offices throughout the country.

WEALTHHARBOR CAPITAL GROUP, LLC is a Metairie, Louisiana based Financial Planning firm with nearly $292,556,055 assets under management, offering retirement planning & investment advisory services to 360 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	118614
SEC#	801-62721
Assets Managed by Firm	$292,556,055
No. of Clients	360
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	360	$292,556,055
Individuals (other than high net worth individuals)	125	$17,749,114
High net worth individuals	67	$89,731,473
Pension and profit sharing plans	57	$176,490,398
Charitable organizations	Fewer than 5 clients	$2,228,740
Corporations or other businesses	5	$6,356,330

More Retirement Planning firms in Metairie, Louisiana:

Firm Name	Assets Under Management	Total Clients	Total Advisors
BERNHARD CAPITAL PARTNERS MANAGEMENT, LP 400 Convention Street, Suite 1010 Baton Rouge, LA, 70802-5628	$3,964,828,037	10	38
MARITIME PARTNERS, LLC 3838 N. Causeway Blvd., Suite 3335 Metairie, LA, 70002	$2,952,693,844	5	31
TRUWEALTH ADVISORS, LLC 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785	$2,535,697,292	7157	34
WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013	$2,489,088,707	1855	12
SISUNG INVESTMENT MANAGEMENT SERVICES LLC 3850 N. Causeway Blvd., Suite 1930 Metairie, LA, 70002	$2,000,884,017	12	7

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