HARBOR WEALTH MANAGEMENT, INC.

ADDISON, Texas·2 registered advisors·CRD# 150766
SEC# 801-70335972-897-6500
01

Firm Overview

AUM
$31M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Investment ManagementWealth ManagementFee-Only Advisory
04

Advisors at HARBOR WEALTH MANAGEMENT, INC.

2 registered advisors
James Francis Stewart
ADDISON, Texas
Jeffrey Mead Burandt
ADDISON, Texas
05

Office Locations

ADDISON, Texas
2 advisors

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Data sourced from SEC Form ADV filings. HARBOR WEALTH MANAGEMENT, INC. (CRD# 150766) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.