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Home > Retirement Planners > wisconsin > green bay > HARBOR WEALTH MANAGEMENT, LLC
HARBOR WEALTH MANAGEMENT, LLC
727 Cormier Road
Suite 101
Green Bay, Wisconsin 54303
Tel: 920-434-5310
About HARBOR WEALTH MANAGEMENT, LLC
HARBOR WEALTH MANAGEMENT, LLC, formally registered with the SEC as HARBOR WEALTH MANAGEMENT, LLC. The firm was established in 04/16/2015. They have over 1 offices throughout the country.
HARBOR WEALTH MANAGEMENT, LLC is a Green Bay, Wisconsin based Financial Planning firm with nearly $362,947,912 assets under management, offering retirement planning & investment advisory services to 1337 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 153527 |
| SEC# | 801-86172 |
| Assets Managed by Firm | $362,947,912 |
| No. of Clients | 1337 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other (INCOME TAX PLANNING AND PREPARATION)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1337 | $362,947,912 |
| Individuals (other than high net worth individuals) | 264 | $77,874,948 |
| High net worth individuals | 111 | $285,072,964 |
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