HARBOUR WEALTH MANAGEMENT GROUP, INC.

DANIEL ISLAND, South Carolina·3 registered advisors·CRD# 314496
SEC# 801-1212920843-377-8448
01

Firm Overview

AUM
$174M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at HARBOUR WEALTH MANAGEMENT GROUP, INC.

3 registered advisors
Ansley R Mellette
DANIEL ISLAND, South Carolina
Christopher Lawrence Corley
DANIEL ISLAND, South Carolina
Matthew David Pardieck
DANIEL ISLAND, South Carolina
05

Office Locations

DANIEL ISLAND, South Carolina
3 advisors

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Data sourced from SEC Form ADV filings. HARBOUR WEALTH MANAGEMENT GROUP, INC. (CRD# 314496) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.