Harbor Wealth Management, Inc.
Harbor Wealth Management, Inc. (CRD# 150766) is a financial advisory firm headquartered in Addison, TX. They manage $27,887,931 in 183 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management28MILLION
Total Number of Accounts183ACCOUNTS
Average Account Value$152,393
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Jeffrey Burandt (CRD# 2504191) is an Investment Advisor Representative working at Harbor Wealth Management, Inc. in Addison, TX and has over 22 years of experience in the finance industry. Jeffrey Burandt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.