HARBOR WEALTH MANAGEMENT, INC.
CRD #150766 SEC #801-70335 ADDISON, TX 972-897-6500
SEC Registered
Total AUM
$29.5M
Discretionary
$29.5M
Employees
1
Clients
0
Accounts
243
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $31.1M | $31.1M | $0 | 1 | 26 |
| May 2012 | $31.1M | $31.1M | $0 | 1 | 26 |
| Mar 2012 | $29.5M | $29.5M | $0 | 1 | 26 |
| Mar 2011 | $32.7M | $32.7M | $0 | 5 | -- |
| Mar 2010 | $34.3M | $34.3M | $0 | 5 | -- |
| Oct 2009 | $34.3M | $34.3M | $0 | 5 | -- |
DateJun 2012
Total AUM$31.1M
Discretionary$31.1M
Non-Disc.$0
Employees1
Clients26
DateMay 2012
Total AUM$31.1M
Discretionary$31.1M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$32.7M
Discretionary$32.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$34.3M
Discretionary$34.3M
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$34.3M
Discretionary$34.3M
Non-Disc.$0
Employees5
Clients--