HARBOUR WEALTH MANAGEMENT GROUP, INC.

126 Seven Farms Drive
Ste 150
Daniel Island, South Carolina 29492
Tel: 843-377-8448

About HARBOUR WEALTH MANAGEMENT GROUP, INC.

HARBOUR WEALTH MANAGEMENT GROUP, INC, formally registered with the SEC as HARBOUR WEALTH MANAGEMENT GROUP, INC. The firm was established in 05/24/2021. They have over 1 offices throughout the country.

HARBOUR WEALTH MANAGEMENT GROUP, INC. is a Daniel Island, South Carolina based Financial Planning firm with nearly $191,288,183 assets under management, offering retirement planning & investment advisory services to 473 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	314496
SEC#	801-121292
Assets Managed by Firm	$191,288,183
No. of Clients	473
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	473	$191,288,183
Individuals (other than high net worth individuals)	38	$11,893,857
High net worth individuals	72	$142,235,187
Pension and profit sharing plans	13	$27,860,365
Charitable organizations	Fewer than 5 clients	$171,368
Corporations or other businesses	5	$8,066,802

More Retirement Planning firms in Daniel Island, South Carolina:

Firm Name	Assets Under Management	Total Clients	Total Advisors
LPL FINANCIAL LLC 1055 Lpl Way Fort Mill, SC, 29715	$463,475,486,343	1910545	35841
GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$28,309,013,200	61	510
APOLLON WEALTH MANAGEMENT, LLC 111 Coleman Blvd, Suite 402 Mount Pleasant, SC, 29464	$5,519,652,128	15301	167
PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20

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