HARBOR WEALTH MANAGEMENT, LLC - Financial Advisor in Wisconsin, Green Bay

Tel: 920-434-5310 727 Cormier Road Suite 101 Green Bay, Wisconsin 54303

About HARBOR WEALTH MANAGEMENT, LLC

HARBOR WEALTH MANAGEMENT, LLC is a Green Bay, Wisconsin based financial advisory firm with nearly $362,947,912 in assets under management and provides investment advisory services for 1337 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

153527

Firm SEC#:

801-86172

Assets Under Management:

$362,947,912

No. of Clients:

1337

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Other (INCOME TAX PLANNING AND PREPARATION)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Commission Based

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