Harbour Wealth Management Group, Inc.

Harbour Wealth Management Group, Inc. (CRD# 314496) is a financial advisory firm headquartered in Charleston, SC. They manage $174,104,918 in 481 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
126 Seven Farms Drive, Ste 150, Charleston, SC 29492
https://twitter.com/harbourwmg
By the Numbers
  • Total Assets Under Management
    174
    MILLION
  • Total Number of Accounts
    481
    ACCOUNTS
  • Average Account Value
    $361,964
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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.

NH, SC, TX

Financial Advisors at Harbour Wealth Management Group, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Christopher Corley, financial advisor Charleston SC
Christopher L. Corley
CRD#: 5140415
126 Seven Farms Drive, Ste 150, Charleston, SC 29492

Christopher Corley (CRD# 5140415) is an Investment Advisor Representative working at Harbour Wealth Management Group, Inc. in Charleston, SC and has over 17 years of experience in the finance industry.

2
Ansley Mellette, financial advisor Charleston SC
Ansley R. Mellette
CRD#: 4255583
126 Seven Farms Drive, Ste 150, Charleston, SC 29492

Ansley Mellette (CRD# 4255583) is an Investment Advisor Representative working at Harbour Wealth Management Group, Inc. in Charleston, SC and has over 20 years of experience in the finance industry.

3
Matthew Pardieck, financial advisor Charleston SC
Matthew D. Pardieck
CRD#: 2625967
126 Seven Farms Drive, Ste 150, Charleston, SC 29492

Matthew Pardieck (CRD# 2625967) is an Investment Advisor Representative working at Harbour Wealth Management Group, Inc. in Charleston, SC and has over 23 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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