Harbor Wealth Management LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
Harbor Wealth Management LLC
CRD #153527
SEC #801-86172
CIK #
AUM $151.3 MM (100% Disc, 100% US)
Employees7 (57% Investors, 29% Brokers)
Phone920-434-5310
Address727 Cormier Road
Green Bay, WI 54303
Source [IAPD] [Website] [Facebook]
Total AUM ($MM)
16012896643202009201220162020
Comparable Firms State AUM ($BB)
Kuriyama & Co LLC
HI 0.2
Pillar Financial Advisors LLC
KY 0.2
Shilanski & Associates Inc
AK 0.2
RMDR Advisors Inc
TX 0.2
Turn8 Partners Inc
0.2
TED Buchan & Company LLC
CA 0.2
Bluestem Financial Advisors LLC
IL 0.2
Moulton Wealth Management Inc
WA 0.1
Taylor & Morgan Wealth Management LLC
MI 0.1
Nelson Securities Inc
WA 0.1
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com