SEC Form ADV

HARBOUR WEALTH MANAGEMENT GROUP, INC.

Firm profile: Harbour Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserSC

$266.2M

Assets Under Management

Employees

Get LP Contact Details

Registration Details

Accession: crd-314496
Location: DANIEL ISLAND, SC
Filing Date: August 18, 2026
AUM: $266.2M
Institutional Clients: 11
Employees: 5
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

HARBOUR WEALTH MANAGEMENT GROUP, INC. is a registered investment adviser headquartered in DANIEL ISLAND, SC, managing approximately $266.2M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.

← All Form ADV Filings