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WEALTHHARBOR CAPITAL GROUP, LLC
Tel: 504-482-1962
433 Metairie Rd Suite 500
Metairie, Louisiana 70005
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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