Wealthharbor Capital Group, LLC

Wealthharbor Capital Group, LLC (CRD# 118614) is a financial advisory firm headquartered in Metairie, LA. They manage $292,556,055 in 360 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
433 Metairie Rd, Suite 500, Metairie, LA 70005
http://www.wealthharbor.com
By the Numbers
  • Total Assets Under Management
    293
    MILLION
  • Total Number of Accounts
    360
    ACCOUNTS
  • Average Account Value
    $812,656
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

AL, CA, FL, GA, IN, LA, MS, NJ, OH, TX

Financial Advisors at Wealthharbor Capital Group, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Pierre Adams, financial advisor Metairie LA
Pierre L. Adams
CRD#: 2798030
433 Metairie Rd, Suite 500, Metairie, LA 70005

Pierre Adams (CRD# 2798030) is an Investment Advisor Representative working at Wealthharbor Capital Group, LLC in Metairie, LA and has over 26 years of experience in the finance industry.

2
William Beard, financial advisor Ocean Springs MS
William C. Beard
CRD#: 4646219
22 Doctor's Drive, Suite C, Ocean Springs, MS 39564

William Beard (CRD# 4646219) is an Investment Advisor Representative working at Wealthharbor Capital Group, LLC in Ocean Springs, MS and has over 20 years of experience in the finance industry.

3
Nicholas Danna, financial advisor Metairie LA
Nicholas A. Danna
CRD#: 4571403
433 Metairie Rd, Suite 500, Metairie, LA 70005

Nicholas Danna (CRD# 4571403) is an Investment Advisor Representative working at Wealthharbor Capital Group, LLC in Metairie, LA and has over 14 years of experience in the finance industry.

4
Brandon Grandbouche, financial advisor Metairie LA
Brandon S. Grandbouche
CRD#: 4894710
433 Metairie Rd, Suite 500, Metairie, LA 70005

Brandon Grandbouche (CRD# 4894710) is an Investment Advisor Representative working at Wealthharbor Capital Group, LLC in Metairie, LA and has over 19 years of experience in the finance industry.

5
Mark Hooker, financial advisor Ocean Springs MS
Mark H. Hooker
CRD#: 3244646
22 Doctor's Drive, Suite C, Ocean Springs, MS 39564

Mark Hooker (CRD# 3244646) is an Investment Advisor Representative working at Wealthharbor Capital Group, LLC in Ocean Springs, MS and has over 24 years of experience in the finance industry.

6
Larry McDaniel, financial advisor Ocala FL
Larry W. McDaniel
CRD#: 2839600
Ocala, FL

Larry McDaniel (CRD# 2839600) is an Investment Advisor Representative working at Wealthharbor Capital Group, LLC in Ocala, FL and has over 27 years of experience in the finance industry.

7
Brian Currie, financial advisor Metairie LA
Brian E. Currie
CRD#: 7170435
433 Metairie Rd, Suite 500, Metairie, LA 70005

Brian Currie (CRD# 7170435) is an Investment Advisor Representative working at Wealthharbor Capital Group, LLC in Metairie, LA and has over 4 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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