|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Harbor Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 153527 |
| SEC # | 801-86172 |
| CIK # | |
| AUM | $362.9 M (2025-07-21) |
| Employees | 6 (83% Investors, 33% Brokers) |
| Phone | 920-434-5310 |
| Address | 727 Cormier Road Green Bay, WI 54303 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 264 | 77.9 |
| (b) Individuals (high net worth individuals) | 111 | 285.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,337 | 362.9 |
| By Discretionary | ||
| Discretionary | 1,337 | 362.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,337 | 362.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 362.9 | |
| Total | 1,337 | 362.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Petix & Botte Company
✚
|
CA | 0.4 |
|
Alexander Randolph Advisory Inc
✚
|
VA | 0.4 |
|
Highview Capital Management LLC
✚
|
IL | 0.4 |
|
Schulz Wealth Ltd
✚
|
TX | 0.4 |
|
Proctor Financial Inc
✚
|
MA | 0.4 |
|
Capstone Wealth Management LLC
✚
|
AL | 0.4 |
|
MWM Group LLC
✚
|
NY | 0.4 |
|
Seaside Wealth Management Inc
✚
|
CA | 0.4 |
|
Womack Wealth Management Inc
✚
|
CA | 0.4 |
|
Transce3Nd LLC
✚
|
TX | 0.4 |