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WEALTHHARBOR CAPITAL GROUP, LLC

Tel: 504-482-1962
433 Metairie Rd
Suite 500
Metairie, Louisiana  70005

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WEALTHHARBOR CAPITAL GROUP, LLC

WEALTHHARBOR CAPITAL GROUP, LLC is a Metairie, Louisiana based financial advisory firm with nearly $292,556,055 in assets under management and provides investment advisory services for 360 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

118614

SEC#:

801-62721

No. of Clients:

360

Assets under Management

$292,556,055

No. of Advisors:

6

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