H
CRD: 314496
Harbour Wealth Management Group, Inc.
Daniel Island, SC, 29492
8433778448
$266.2M Total AUM
$233.4M Disc. AUM
15.4% 3Y CAGR
5 Employees
137 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Merrill Lynch ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-24-2021
- Office Locations
- 1
Office Locations
126 Seven Farms Drive STE 150 Daniel Island SC
About Harbour Wealth Management Group, Inc.
Harbour Wealth Management Group, Inc. is a Daniel Island-based RIA. The firm has been operating for 5 years. Managing $266.2M in total assets under management, with 3 advisory representatives. They custody assets with Merrill Lynch and Raymond James. Services offered include Business Succession, Charitable Giving, Estate Planning.
Team overview
51 AVG AGE
$88.7M AVG AUM / ADVISOR
$1.9M AVG AUM / CLIENT
3 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Focus pathway Radial bridge
Client Personas
Pioneer Atlas summit
Investment Themes
Zenith pioneer Catalyst
Investment Vehicles
Vector momentum
Services
Wave Value Catalyst pathway Signal optima Meridian wave Harbor Frontier catalyst Delta
Owner & Executives
MATTHEW DAVID PARDIECK
MANAGING PRINCIPAL
- CRD
- #2625967
- Ownership
- 50% but less than 75%
(315) 912-6439
eagle.insight@capitalcapital.com
in linkedin.com/in/value-prime
C
CHRISTOPHER LAWRENCE CORLEY
Managing Director
- CRD
- #5140415
- Ownership
- 25% but less than 50%
(712) 691-1181
bridge.wave@bridgecapital.com
in linkedin.com/in/element-value
C
Catalyst ridge
North value capital
- CRD
- #25103
- Ownership
- 40.9%
(577) 481-8913
unison.element@insightcapital.com
in linkedin.com/in/unison-catalyst
Showing 2 of 3 owners & executives
Unlock allContacts
Martha Louise Clark
--
- CRD
- #7831369
(704) 548-7014
unison.horizon@bridgecapital.com
in linkedin.com/in/radial-alpha
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $233,359,544 | $477,218 |
| Non-Discretionary | $32,803,766 | $1,312,151 |
| Total | $266,163,310 | $517,827 |
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Separately Managed Accounts
Total SMA Asset: $266,163,310
Equity - Exchange:
12.6% Public Funds:
17.4% Cash:
19.4% Other:
19.7% Municipal Bonds:
17.6% Corporate - Investment Grade:
13.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $619,349,955 | 12.6% |
| Public Funds | $855,292,795 | 17.4% |
| Cash | $953,602,312 | 19.4% |
| Other | $968,348,739 | 19.7% |
| Municipal Bonds | $865,123,747 | 17.6% |
| Corporate - Investment Grade | $653,758,285 | 13.3% |
| Total | $4,915,475,833 | 100.0% |