Harbour Wealth Management Group, Inc.
● SEC registered since 2021CRD 314496SEC# 801-121292Daniel Island, SC
Reg. AUM
$266.2M
Employees
5
Accounts
514
Location
Daniel Island, SC
Harbour Wealth Management Group, Inc. assets under management
Harbour Wealth Management Group, Inc. is an SEC-registered investment adviser based in Daniel Island, SC. The firm has been registered since 2021. It reports $266.2 million in regulatory assets under management and employs 5 people.
Harbour Wealth Management Group, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Lawrence Corley Control | Managing Director | 25-50% | 2021 |
| Gabrielle Ann Magdziarz | Chief Compliance Officer | Under 5% | 2026 |
| Matthew David Pardieck Control | Managing Principal | 50-75% | 2021 |
Frequently asked questions
How much does Harbour Wealth Management Group, Inc. manage?
Harbour Wealth Management Group, Inc. reports $266.2 million in regulatory assets under management on its Form ADV.
How many employees does Harbour Wealth Management Group, Inc. have?
Harbour Wealth Management Group, Inc. reports 5 employees.
Where is Harbour Wealth Management Group, Inc. located?
Harbour Wealth Management Group, Inc. is based in Daniel Island, SC and has been SEC-registered since 2021.
Does Harbour Wealth Management Group, Inc. disclose fund performance?
Harbour Wealth Management Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 126 Seven Farms Drive, Ste 150, Daniel Island, SC 29492 |
| Phone | 843-377-8448 |
| Fax | 888-330-1116 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$266.2M▲ 39%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 66%
Larger than 34% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$266.2Mregulatory AUM
Discretionary $233.4MNon-discretionary $32.8M