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Jeffrey Mead Burandt

HARBOR WEALTH MANAGEMENT, INC.·ADDISON, Texas
Unclaimed Profile
16475 DALLAS PARKWAY, ADDISON, TX 75001-6821CRD# 2504191Firm CRD# 150766
01

About

Jeffrey Mead Burandt 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
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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
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2504191
Firm CRD# 150766
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffrey Mead Burandt offer?
Jeffrey Mead Burandt specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ADDISON, Texas for a consultation.
What are Jeffrey Mead Burandt's credentials?
Jeffrey Mead Burandt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Mead Burandt located?
Jeffrey Mead Burandt 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 Jeffrey Mead Burandt charge for services?
Jeffrey Mead Burandt'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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Other advisors in ADDISON
Sandra Lafontaine — TREZ US ADVISERS, LLCAlexander Maxwell Manson — TREZ US ADVISERS, LLCJohn Hutchinson — TREZ US ADVISERS, LLCPhilip Jeffrey Brooks — REDWOOD FAMILY WEALTH LLCMorley Greene — TREZ US ADVISERS, LLC
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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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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