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Building 2WEALTHHARBOR CAPITAL GROUP, LLC

Map pinMETAIRIE, LA
Phone504-482-1962
NotebookSEC #801-62721
Total AUM
$334.7M
Employees
9
Clients
253

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
433 METAIRIE RD
SUITE 500
METAIRIE
LA 70005
United States
Operating Hours
8:30-5:00
Monday - Friday
Phone
504-482-1962

ReceiptFinancials

Total AUM
$334.7M
Accounts
374
Discretionary
$299.2M
Accounts
371
Non-Discretionary
$35.4M
Accounts
3

ContactClients

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Individual Clients
129
AUM
$17.6M
HNW Individual Clients
59
AUM
$120M
Pension/Profit Sharing Plan Clients
58
AUM
$186.8M
Charitable Organization Clients
1
AUM
$4.5M
Corporation or Business Clients
6
AUM
$5.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMSTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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