Harbor Island Wealth Management
Harbor Island Wealth Management (CRD# 135856) is a financial advisory firm headquartered in , . They manage $500,000 in 4 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Harbor Island Wealth Management
By the Numbers
-
Total Assets Under Management1MILLION
-
Total Number of Accounts4ACCOUNTS
-
Average Account Value$125,000
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Harbor Island Wealth Management
1
Archie Luse (CRD# 1275313) is an Investment Advisor Representative working at Harbor Island Wealth Management in Newport Beach, CA and has over 39 years of experience in the finance industry.
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