| Name | Title | Ownership | Since |
|---|---|---|---|
| Ansley R Mellette Control | Chief Compliance Officer | Under 5% | 2021 |
| Christopher Lawrence Corley Control | Managing Director | 25-50% | 2021 |
| Matthew David Pardieck Control | Managing Principal | 50-75% | 2021 |
Harbour Wealth Management Group, Inc. reports $191.3 million in regulatory assets under management on its Form ADV.
Harbour Wealth Management Group, Inc. reports 4 employees.
Harbour Wealth Management Group, Inc. is based in Daniel Island, SC and has been SEC-registered since 2021.
Harbour Wealth Management Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 126 Seven Farms Drive, Ste 150, Daniel Island, SC 29492 |
| Phone | 843-377-8448 |
| Fax | 888-330-1116 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
| Discretionary | $159.6M |
| Non-discretionary | $31.7M |
| Total (RAUM) | $191.3M |