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Building 2HARBOUR WEALTH MANAGEMENT GROUP, INC.

Map pinDANIEL ISLAND, SC
Phone843-377-8448
NotebookSEC #801-121292
Total AUM
$266.2M
Employees
5
Clients
138

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
126 SEVEN FARMS DRIVE
STE 150
DANIEL ISLAND
SC 29492
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
843-377-8448

ReceiptFinancials

Total AUM
$266.2M
Accounts
514
Discretionary
$233.4M
Accounts
489
Non-Discretionary
$32.8M
Accounts
25

ContactClients

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Individual Clients
67
AUM
$25M
HNW Individual Clients
55
AUM
$198.5M
Pension/Profit Sharing Plan Clients
11
AUM
$30.2M
Charitable Organization Clients
1
AUM
$2.7M
Corporation or Business Clients
4
AUM
$9.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
LANHSCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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