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| Harbour Wealth Management Group Inc
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|---|---|
| CRD # | 314496 |
| SEC # | 801-121292 |
| CIK # | 0002085855 |
| AUM | 266.2 M (2026-05-21) |
| Employees | 5 (60% Investors, 60% Brokers) |
| Phone | 843-377-8448 |
| Address | 126 Seven Farms Drive Daniel Island, SC 29492 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002085855 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sprott Physical Gold Trust | 13.7 | ||
| iShares Comex Gold Trust | 13.2 | ||
| Apple Inc | 3.5 | ||
| Microsoft Corp | 2.7 | ||
| Costco Wholesale Corp /NEW | 2.5 | ||
| Alphabet Inc | 1.8 | ||
| Broadcom Inc | 1.7 | ||
| Intel Corp | 1.6 | ||
| Motorola Inc | 1.6 | ||
| Ingersoll-Rand PLC | 1.4 | ||
| Wal Mart Stores Inc | 1.4 | ||
| Johnson & Johnson | 1.4 | ||
| Eaton Corp Ltd | 1.3 | ||
| Home Depot Inc | 1.1 | ||
| Amazon Com Inc | 1.0 | ||
| Visa Inc | 1.0 | ||
| TJX Companies Inc /DE/ | 0.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 67 | 25.0 |
| (b) Individuals (high net worth individuals) | 55 | 198.5 |
| (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 | 11 | 30.2 |
| (h) Charitable organizations | 0 | 2.7 |
| (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 | 4 | 9.8 |
| (n) Other | 0 | 0.0 |
| Total | 514 | 266.2 |
| By Discretionary | ||
| Discretionary | 489 | 233.4 |
| Non-Discretionary | 25 | 32.8 |
| Total | 514 | 266.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 266.2 | |
| Total | 514 | 266.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002085855] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Retirementadvice JKA
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|
CA | 267.3 M |
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Wisniewski Wealth Management LLC
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Cerda Munoz Advisors Inc
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CA | 265.7 M |
|
Bernzott Capital Advisors
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|
CA | 265.4 M |
|
Spraker West Wealth Management Inc
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FL | 265.3 M |
|
The DALA Group LLC
✚
|
IL | 265.2 M |