CRD: 306941
Harbourfront Wealth America Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-13-2020
- Office Locations
- 1
Office Locations
About Harbourfront Wealth America Inc.
Harbourfront Wealth America provides retail-focused wealth management with backtested portfolio construction and pension-style asset management, paired with tax and trust solutions. The team supports investors and business owners with wealth planning, estate and charitable strategies, and insurance considerations. Portfolios commonly use mutual funds, ETFs and fixed income, with custody through Interactive Brokers; firm and professionals are listed on FINRA BrokerCheck.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Calder Ashton Ellis
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Zoheb Somani
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,312,533 | $461,807 |
| Non-Discretionary | $888,526 | $148,088 |
| Total | $9,201,059 | $383,377 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing