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James Francis Stewart

HARBOR WEALTH MANAGEMENT, INC.·ADDISON, Texas
Unclaimed Profile
16475 DALLAS PARKWAY, ADDISON, TX 75001-6821CRD# 2634424Firm CRD# 150766
01

About

James Francis Stewart is a registered financial advisor based in ADDISON, Texas, affiliated with HARBOR WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
HARBOR WEALTH MANAGEMENT, INC.
HARBOR WEALTH MANAGEMENT, INC.
AUM
$31M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at HARBOR WEALTH MANAGEMENT, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2634424
Firm CRD# 150766
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Francis Stewart offer?
James Francis Stewart specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ADDISON, Texas for a consultation.
What are James Francis Stewart's credentials?
James Francis Stewart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Francis Stewart located?
James Francis Stewart is based in ADDISON, Texas, working with HARBOR WEALTH MANAGEMENT, INC.. Their office serves clients in the ADDISON metropolitan area and surrounding communities.
How does James Francis Stewart charge for services?
James Francis Stewart's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARBOR WEALTH MANAGEMENT, INC.?
HARBOR WEALTH MANAGEMENT, INC. has approximately 1 employees and manages $31M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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