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| Harbour Wealth Management Group Inc
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|
|
|---|---|
| CRD # | 314496 |
| SEC # | 801-121292 |
| CIK # | |
| AUM | $191.3 M (2025-02-21) |
| Employees | 4 (100% Investors, 100% Brokers) |
| Phone | 843-377-8448 |
| Address | 126 Seven Farms Drive Daniel Island, SC 29492 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 38 | 11.9 |
| (b) Individuals (high net worth individuals) | 72 | 142.2 |
| (c) Banking or thrift institutions | 0 | 1.1 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 13 | 27.9 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 8.1 |
| (n) Other | 0 | 0.0 |
| Total | 473 | 191.3 |
| By Discretionary | ||
| Discretionary | 444 | 159.6 |
| Non-Discretionary | 29 | 31.7 |
| Total | 473 | 191.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 191.3 | |
| Total | 473 | 191.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Jericho Financial LLP
✚
|
OH | 0.2 |
|
Keystone Wealth Advisors Incorporated
✚
|
MN | 0.2 |
|
Ward & Associates
✚
|
CA | 0.2 |
|
Haverdink Financial Management LLC
✚
|
MI | 0.2 |
|
Wernau Asset Management Inc
✚
|
MA | 0.2 |
|
Ball & Company Wealth Management Inc
✚
|
0.2 | |
|
Williams Financial LLC
✚
|
VT | 0.2 |
|
Kohlhepp Investment Advisors Ltd
✚
|
PA | 0.2 |
|
Trend Trade Pro LLC
✚
|
CA | 0.2 |
|
ARK Wealth Management LLC
✚
|
TX | 0.2 |