HARBOR WEALTH MANAGEMENT, LLC

GREEN BAY, Wisconsin·4 registered advisors·CRD# 153527
SEC# 801-861720920-434-5310
01

Firm Overview

AUM
$322M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at HARBOR WEALTH MANAGEMENT, LLC

4 registered advisors
Brent D Polzin
GREEN BAY, Wisconsin
Cheryl Ann Moss
GREEN BAY, Wisconsin
Eric Anthony Heus
GREEN BAY, Wisconsin
Larry John Rose
GREEN BAY, Wisconsin
05

Office Locations

GREEN BAY, Wisconsin
4 advisors

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Data sourced from SEC Form ADV filings. HARBOR WEALTH MANAGEMENT, LLC (CRD# 153527) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.