Harbor Wealth Management
Harbor Wealth Management (CRD# 116038) is a financial advisory firm headquartered in , . They manage $9,148,968 in 19 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Harbor Wealth Management
By the Numbers
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Total Assets Under Management9MILLION
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Total Number of Accounts19ACCOUNTS
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Average Account Value$481,525
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- 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)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NJ, NY
Financial Advisors at Harbor Wealth Management
1
Jyote Patel (CRD# 6613146) is an Investment Advisor Representative working at Harbor Wealth Management in Boynton Beach, FL and has over 8 years of experience in the finance industry.
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