Harbor Wealth Management
Harbor Wealth Management (CRD# 155004) is a financial advisory firm headquartered in Fernandina Beach, FL. They manage $11,224,121 in 42 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts42ACCOUNTS
Average Account Value$267,241
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
Thomas Hepner (CRD# 5365676) is an Investment Advisor Representative working at Harbor Wealth Management in Eustis, FL and has over 9 years of experience in the finance industry.