|
⚲
|
| Harbour Wealth Management Group Inc
✚
| |
|---|---|
| CRD # | 314496 |
| SEC # | 801-121292 |
| CIK # | |
| AUM | $174.1 MM (2024-07-25) |
| Employees | 4 (75% Investors, 100% Brokers) |
| Phone | 843-377-8448 |
| Address | 126 Seven Farms Drive Daniel Island, SC 29492 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 41 | 11.4 |
| (b) Individuals (high net worth individuals) | 73 | 124.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 26.2 |
| (h) Charitable organizations | 0 | 1.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 10.2 |
| (n) Other | 0 | 0.0 |
| Total | 481 | 174.1 |
| By Discretionary | ||
| Discretionary | 457 | 146.9 |
| Non-Discretionary | 24 | 27.2 |
| Total | 481 | 174.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 174.1 | |
| Total | 481 | 174.1 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Southport Station Financial Management LLC
✚
|
CT | 0.2 |
|
Evergreen Wealth Management LLC
✚
|
MI | 0.2 |
|
Williams Financial LLC
✚
|
VT | 0.2 |
|
Radix Financial LLC
✚
|
0.2 | |
|
Iadvise Partners LLC
✚
|
NY | 0.2 |
|
Premis Advisors LLC
✚
|
GA | 0.2 |
|
Bull Harbor Capital LLC
✚
|
MD | 0.2 |
|
Stride Investments LLC
✚
|
IL | 0.2 |
|
Pursuit Wealth Managment LLC
✚
|
FL | 0.2 |
|
Approach Retirement Advisors LLC
✚
|
AL | 0.2 |