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Building 2HARBOR WEALTH MANAGEMENT, LLC

Map pinGREEN BAY, WI
Phone920-434-5310
NotebookSEC #801-86172
Total AUM
$410.5M
Employees
6
Clients
370

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
727 CORMIER ROAD
SUITE 101
GREEN BAY
WI 54303
United States
Operating Hours
8:00 - 5:00 PM
Monday - Friday
Phone
920-434-5310

ReceiptFinancials

Total AUM
$410.5M
Accounts
1,403
Discretionary
$410.5M
Accounts
1,403
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
249
AUM
$86.5M
HNW Individual Clients
121
AUM
$324M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
INCOME TAX PLANNING AND PREPARATION
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ILWI

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

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