HARBOUR WEALTH MANAGEMENT GROUP, INC.
CRD #314496 SEC #801-121292 DANIEL ISLAND, SC 843-377-8448
SEC Registered
Total AUM
$191.3M
Discretionary
$159.6M
Employees
4
Clients
51
Accounts
473
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $191.3M | $159.6M | $31.7M | 4 | 0 |
| Jul 2024 | $174.1M | $146.9M | $27.2M | 4 | 0 |
| Jun 2024 | $174.1M | $146.9M | $27.2M | 4 | 0 |
| Feb 2024 | $174.1M | $146.9M | $27.2M | 4 | 0 |
| Feb 2024 | $174.1M | $146.9M | $27.2M | 4 | 0 |
| Jan 2024 | $149.1M | $115.9M | $33.2M | 3 | 0 |
| Aug 2023 | $149.1M | $115.9M | $33.2M | 3 | 0 |
| May 2023 | $149.1M | $115.9M | $33.2M | 3 | 0 |
| Mar 2023 | $149.1M | $115.9M | $33.2M | 3 | 0 |
| Mar 2023 | $149.1M | $115.9M | $33.2M | 3 | 0 |
| Jul 2022 | $157.5M | $127.4M | $30.2M | 3 | 0 |
| Feb 2022 | $157.5M | $127.4M | $30.2M | 3 | 0 |
| Nov 2021 | $168.3M | $124.6M | $43.7M | 3 | 0 |
| Sep 2021 | $168.3M | $124.6M | $43.7M | 3 | 0 |
| Jun 2021 | $0 | $0 | $0 | 3 | 0 |
| Apr 2021 | $0 | $0 | $0 | 3 | 0 |
DateFeb 2025
Total AUM$191.3M
Discretionary$159.6M
Non-Disc.$31.7M
Employees4
Clients0
DateJul 2024
Total AUM$174.1M
Discretionary$146.9M
Non-Disc.$27.2M
Employees4
Clients0
DateJun 2024
Total AUM$174.1M
Discretionary$146.9M
Non-Disc.$27.2M
Employees4
Clients0
DateFeb 2024
Total AUM$174.1M
Discretionary$146.9M
Non-Disc.$27.2M
Employees4
Clients0
DateFeb 2024
Total AUM$174.1M
Discretionary$146.9M
Non-Disc.$27.2M
Employees4
Clients0
DateJan 2024
Total AUM$149.1M
Discretionary$115.9M
Non-Disc.$33.2M
Employees3
Clients0
DateAug 2023
Total AUM$149.1M
Discretionary$115.9M
Non-Disc.$33.2M
Employees3
Clients0
DateMay 2023
Total AUM$149.1M
Discretionary$115.9M
Non-Disc.$33.2M
Employees3
Clients0
DateMar 2023
Total AUM$149.1M
Discretionary$115.9M
Non-Disc.$33.2M
Employees3
Clients0
DateMar 2023
Total AUM$149.1M
Discretionary$115.9M
Non-Disc.$33.2M
Employees3
Clients0
DateJul 2022
Total AUM$157.5M
Discretionary$127.4M
Non-Disc.$30.2M
Employees3
Clients0
DateFeb 2022
Total AUM$157.5M
Discretionary$127.4M
Non-Disc.$30.2M
Employees3
Clients0
DateNov 2021
Total AUM$168.3M
Discretionary$124.6M
Non-Disc.$43.7M
Employees3
Clients0
DateSep 2021
Total AUM$168.3M
Discretionary$124.6M
Non-Disc.$43.7M
Employees3
Clients0
DateJun 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0