HARBOR WEALTH MANAGEMENT, LLC
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
Advisory Services Provided:
Financial planning services
Portfolio management for individuals and/or small businesses
Other (INCOME TAX PLANNING AND PREPARATION)
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