Harbor Wealth Management
Harbor Wealth Management (CRD# 155004) is a financial advisory firm headquartered in Fernandina Beach, FL. They manage $13,280,589 in 77 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Harbor Wealth Management
By the Numbers
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Total Assets Under Management13MILLION
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Total Number of Accounts77ACCOUNTS
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Average Account Value$172,475
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Harbor Wealth Management
No Advisor Found.
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