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Building 2HARBOR WEALTH MANAGEMENT, LLC

Map pinGREEN BAY, WI
Phone920-434-5310
NotebookSEC #801-71341
Total AUM
$57.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2149 VELP AVENUE, SUITE 350
GREEN BAY
WI 54303
United States
Operating Hours
8:00 - 5:00 PM
Monday - Friday
Phone
920-434-5310

ReceiptFinancials

Total AUM
$57.6M
Accounts
327
Discretionary
$44.2M
Accounts
223
Non-Discretionary
$13.4M
Accounts
104

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
WI

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

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