HARBOUR WEALTH MANAGEMENT GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$266,163,310
Discretionary
$233,359,544
Non-discretionary
$32,803,766
Firm details
- CRD number
- 314496
- SEC file number
- 801-121292
- Main office
- DANIEL ISLAND, SC, United States
- Employees
- 5
- SEC status
- Approved
- Website
- https://twitter.com/harbourwmg
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.