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WEALTHHARBOR CAPITAL GROUP, LLC
WEALTHHARBOR CAPITAL GROUP, LLC
METAIRIE, Louisiana
·
4 registered advisors
·
CRD# 118614
SEC# 801-62721
0
504-482-1962
01
Firm Overview
AUM
$293M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at WEALTHHARBOR CAPITAL GROUP, LLC
4 registered advisors
Brandon Scott Grandbouche
METAIRIE, Louisiana
CRD# 4894710
Nicholas Aloysius Danna
METAIRIE, Louisiana
CRD# 4571403
Pierre Lemoine Adams
METAIRIE, Louisiana
CRD# 2798030
Scott Irvin Grandbouche
METAIRIE, Louisiana
CRD# 826673
05
Office Locations
METAIRIE, Louisiana
4 advisors
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Data sourced from SEC Form ADV filings. WEALTHHARBOR CAPITAL GROUP, LLC (CRD# 118614) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.