A
CRD: 322018
American Harbour Wealth Management, LLC
$94.7M Total AUM
$94.7M Disc. AUM
-- 3Y CAGR
3 Employees
200 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-19-2022
- Office Locations
- 1
Office Locations
7009 DR Phillips Blvd Suite 260 Orlando FL
About American Harbour Wealth Management, LLC
American Harbour Wealth Management, LLC is a Orlando-based RIA. The firm has been operating for 4 years. Managing $94.7M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
51 AVG AGE
$31.6M AVG AUM / ADVISOR
$473.3K AVG AUM / CLIENT
3.8 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
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Available
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Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
GREGORY MORRIS BEARDSLEE
Founder, Managing Partner
- CRD
- #2377734
- Ownership
- 25% but less than 50%
Available
Available
Available
MATTHEW BERNARD HAUSHALTER
Financial Advisor, General Partner, Managing Partner
- CRD
- #5752519
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,663,003 | -- |
| Non-Discretionary | $0 | -- |
| Total | $94,663,003 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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