Harbour Wealth Management Group, Inc.

Overview

Harbour Wealth Management Group, Inc. is an SEC registered investment adviser based in Daniel Island, SC, registered since 2021. It reports $266M in assets under management across 514 accounts, with 5 employees. It has 3 investment adviser representatives.

Reported AUM

$266M

Discretionary

88%

Accounts

514

Average account

$518K

Employees

5

Advisory reps

3

Registered since

2021

Jurisdictions

4

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 3

• Christopher Lawrence Corley Managing Director CRD 5140415
• Matthew David Pardieck Managing Principal CRD 2625967
• Gabrielle Ann Magdziarz Chief Compliance Officer CRD 5832218

Advisory reps 3 of 3

• Martha Louise Clark Registered Rep · Investment Adviser Rep CRD 7831369
• Christopher L Corley Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5140415
• Matthew David Pardieck Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2625967

Location

Headquarters

126 Seven Farms Dr Ste 150
Daniel Island, SC 29492

County

Berkeley

Metro area

Charleston-North Charleston, SC

Region

South

Registrations

• SEC registered
• Registered in 4 jurisdictions
• Website: harbourwealthmanagement.com

Every state, with registration dates

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