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HARBOUR WEALTH MANAGEMENT GROUP, INC.
HARBOUR WEALTH MANAGEMENT GROUP, INC.
DANIEL ISLAND, South Carolina
·
3 registered advisors
·
CRD# 314496
SEC# 801-121292
0
843-377-8448
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 Planning
Investment Management
04
Advisors at HARBOUR WEALTH MANAGEMENT GROUP, INC.
3 registered advisors
Ansley R Mellette
DANIEL ISLAND, South Carolina
CRD# 4255583
Christopher Lawrence Corley
DANIEL ISLAND, South Carolina
CRD# 5140415
Matthew David Pardieck
DANIEL ISLAND, South Carolina
CRD# 2625967
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
.