Harbor Wealth Management
Harbor Wealth Management (CRD# 116038) is a financial advisory firm headquartered in , . They manage $8,454,206 in 20 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts20ACCOUNTS
Average Account Value$422,710
- 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)
NJ, NY, PA
Jyote Patel (CRD# 6613146) is an Investment Advisor Representative working at Harbor Wealth Management in Cinnaminson, NJ and has over 2 years of experience in the finance industry.