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Building 2HARBOR SPRINGS FINANCIAL MANAGEMENT LLC

Map pinSOUTH BEND, IN
Phone574-287-5000
NotebookSEC #801-77131
Total AUM
$48.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
202 S. MICHIGAN STREET, SUITE 903
SOUTH BEND
IN 46601
United States
Operating Hours
8 TO 5
Monday - Friday
Phone
574-287-5000

ReceiptFinancials

Total AUM
$48.1M
Accounts
165
Discretionary
$16.6M
Accounts
35
Non-Discretionary
$31.5M
Accounts
130

ContactClients

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None reported

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
IN

HandshakeAffiliates

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

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