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Nicholas Aloysius Danna

WEALTHHARBOR CAPITAL GROUP, LLC·METAIRIE, Louisiana
Unclaimed Profile
433 METAIRIE RD, METAIRIE, LA 70005CRD# 4571403Firm CRD# 118614
01

About

Nicholas Aloysius Danna is a registered financial advisor based in METAIRIE, Louisiana, affiliated with WEALTHHARBOR CAPITAL GROUP, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
WEALTHHARBOR CAPITAL GROUP, LLC
WEALTHHARBOR CAPITAL GROUP, LLC
AUM
$293M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WEALTHHARBOR CAPITAL GROUP, LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4571403
Firm CRD# 118614
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Nicholas Aloysius Danna offer?
Nicholas Aloysius Danna specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in METAIRIE, Louisiana for a consultation.
What are Nicholas Aloysius Danna's credentials?
Nicholas Aloysius Danna is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas Aloysius Danna located?
Nicholas Aloysius Danna is based in METAIRIE, Louisiana, working with WEALTHHARBOR CAPITAL GROUP, LLC. Their office serves clients in the METAIRIE metropolitan area and surrounding communities.
How does Nicholas Aloysius Danna charge for services?
Nicholas Aloysius Danna's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHHARBOR CAPITAL GROUP, LLC?
WEALTHHARBOR CAPITAL GROUP, LLC has approximately 6 employees and manages $293M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Louisiana
NEW ORLEANS (156)BATON ROUGE (72)LAFAYETTE (41)SHREVEPORT (30)MANDEVILLE (25)
City Guides
NEW ORLEANS GuideBATON ROUGE GuideLAFAYETTE GuideSHREVEPORT GuideMANDEVILLE Guide
Research
Advisor Fees in LouisianaNational Fee Analysis
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