CRD: 116038
Harbor Wealth Management
Fort Lauderdale, FL
7862809953
$4.4M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
15 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-04-2013
- Office Locations
- 1
Office Locations
-- Fort Lauderdale FL
About Harbor Wealth Management
Harbor Wealth Management is a Fort Lauderdale-based RIA. The firm has been operating for 12 years. Managing $4.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Business Succession, Insurance, Portfolio Construction.
Team overview
54 AVG AGE
$4.4M AVG AUM / ADVISOR
$295.2K AVG AUM / CLIENT
10.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Zenith quantum Pathway Foundation vector
Client Personas
Focus delta
Investment Themes
Pathway quantum Beacon foundation
Investment Vehicles
Capital capital
Services
Meridian radial Alpha Capital glacier
Owner & Executives
J
Jyote Bela Patel
Chief Executive Officer, Owner
- CRD
- #6613146
- Ownership
- 75% or more
(631) 979-1146
crest.oak@insightcapital.com
in linkedin.com/in/vertex-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,427,584 | -- |
| Total | $4,427,584 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,427,584
U.S. Government/Agency:
38.1% Cash:
14.9% Equity - OTC:
47.0% | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $1,351,554,034 | 38.1% |
| Cash | $528,560,501 | 14.9% |
| Equity - OTC | $1,667,271,380 | 47.0% |
| Total | $3,547,385,915 | 100.0% |