HARBOR WEALTH MANAGEMENT, INC.
HARBOR WEALTH MANAGEMENT, INC. of ADDISON, TX is an SEC-registered investment adviser (CRD 150766). Regulatory assets under management: $31.1M.
Registration
- CRD: 150766
- SEC file number: 801-70335
- Type: Registered investment adviser
- Location: 16475 DALLAS PARKWAY, SUITE 600, ADDISON, TX, 75001-6821
- Phone: 972-897-6500
- Latest filing: 2012-06-11
- Regulatory AUM: $31.1M
- Discretionary AUM: $31.1M
- Clients: 1
- Accounts: 231
Officers, owners & control persons (2)
| Name | Role | Location |
|---|
| BURANDT JEFFREY MEAD | PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR | — |
| STEWART JAMES FRANCIS | SENIOR VICE PRESIDENT, CHIEF INVESTMENT OFFICER; VICE PRESIDENT | — |
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