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HARBOUR WEALTH MANAGEMENT GROUP, INC.
CRD 314496 · SEC 801-121292
126 SEVEN FARMS DRIVE, STE 150, DANIEL ISLAND, SC, 29492, United States
Phone
843-377-8448
Fax
888-330-1116
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$266.2M
Discretionary AUM
$233.4M
Team
5 total employees; 3 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $25.0M |
| High net worth individuals | 55 | $198.5M |
| Pension/profit sharing plans | 11 | $30.2M |
| Corporations/business entities | 4 | $9.8M |
States served
LA, SC, TX, NH
All web addresses on file
Official SEC filing: View on IAPD