Investment adviser · CRD 150766

HARBOR WEALTH MANAGEMENT, INC.

Investment adviser filing (IA)

ADDISON, TX, United States · Form ADV filed Jun 11, 2012

Regulatory AUM
$31.1M
Form ADV · Item 5.F
Client accounts
231
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jun 11, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets

Principal office

16475 DALLAS PARKWAY, SUITE 600
ADDISON, TX, 75001-6821, United States

CRD 150766

Filing source

Form ADV 652169 · Jun 11, 2012 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.