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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BURANDT, JEFFREY, MEAD | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR | E | Control |
| BURANDT, JEFFREY, MEAD | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR | E | Control |
| BURANDT, JEFFREY, MEAD | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR | E | Control |
| BURANDT, JEFFREY, MEAD | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR | E | Control |
| BURANDT, JEFFREY, MEAD | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR | E | Control |
| BURANDT, JEFFREY, MEAD | I | PRESIDENT, CHIEF COMPLIANCE OFFICER, DIRECTOR | E | Control |
| STEWART, JAMES, FRANCIS | I | VICE PRESIDENT | A | |
| STEWART, JAMES, FRANCIS | I | VICE PRESIDENT | A | |
| STEWART, JAMES, FRANCIS | I | SENIOR VICE PRESIDENT, CHIEF INVESTMENT OFFICER | A | |
| STEWART, JAMES, FRANCIS | I | SENIOR VICE PRESIDENT, CHIEF INVESTMENT OFFICER | A | |
| STEWART, JAMES, FRANCIS | I | SENIOR VICE PRESIDENT, CHIEF INVESTMENT OFFICER | A | |
| STEWART, JAMES, FRANCIS | I | SENIOR VICE PRESIDENT, CHIEF INVESTMENT OFFICER | A |
Registrations
Federal
IA
Mar 13, 2012 REGISTERED
Notice Filings (1)
TX
Address
16475 DALLAS PARKWAYSUITE 600
ADDISON, TX 75001-6821
United States
Phone: 972-897-6500