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HARBOR WEALTH MANAGEMENT, LLC

Tel: 920-434-5310
727 Cormier Road
Suite 101
Green Bay, Wisconsin  54303

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HARBOR WEALTH MANAGEMENT, LLC

HARBOR WEALTH MANAGEMENT, LLC is a Green Bay, Wisconsin based financial advisory firm with nearly $362,947,912 in assets under management and provides investment advisory services for 1337 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Other (INCOME TAX PLANNING AND PREPARATION)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commission Based

Firm CRD#:

153527

SEC#:

801-86172

No. of Clients:

1337

Assets under Management

$362,947,912

No. of Advisors:

6

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