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Building 2HARBOR WEALTH MANAGEMENT, INC.

Map pinADDISON, TX
Phone972-897-6500
NotebookSEC #801-70335
Total AUM
$31.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16475 DALLAS PARKWAY
SUITE 600
ADDISON
TX 75001-6821
United States
Operating Hours
8:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
972-897-6500

ReceiptFinancials

Total AUM
$31.1M
Accounts
231
Discretionary
$31.1M
Accounts
231
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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