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
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    19
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

FL, NJ, NY

Financial Advisors at Harbor Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Jyote Patel, financial advisor Boynton Beach FL
Jyote B. Patel
CRD#: 6613146
Boynton Beach, FL

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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