WEALTHHARBOR CAPITAL GROUP, LLC - Financial Advisor in Louisiana, Metairie

Tel: 504-482-1962 433 Metairie Rd Suite 500 Metairie, Louisiana 70005

About WEALTHHARBOR CAPITAL GROUP, LLC

WEALTHHARBOR CAPITAL GROUP, LLC is a Metairie, Louisiana based financial advisory firm with nearly $292,556,055 in assets under management and provides investment advisory services for 360 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

118614

Firm SEC#:

801-62721

Assets Under Management:

$292,556,055

No. of Clients:

360

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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7157

$2,535,697,292

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