Brandon
Grandbouche

Wealthharbor Capital Group, LLC

CRD#4894710
Investment Advisor
in Metairie, LA

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About this Advisor

Brandon Grandbouche is a financial advisor based in Metairie, Louisiana, working with Wealthharbor Capital Group, LLC. Brandon has previously held a position at Wealthharbor Capital Group. Brandon has passed the Series 65 regulatory exam and is registered to provide services in Louisiana. Currently, Brandon is part of Wealthharbor Capital Group, LLC, which operates out of Metairie, Louisiana. The firm has 6 employees and manages assets totaling $292.6 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Wealthharbor Capital Group, LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

433 Metairie Rd Suite 500
Metairie, LA 70005

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Wealthharbor Capital Group, LLC Brokerage Details

Total Assets Under Management

$292,556,055

LA Average: $486,181,852
Total Number of Employees

6

LA Average: 13
Total Number of Accounts

360

LA Average: 722
Average Account Size

$812,656

LA Average: $673,382

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Brandon Grandbouche Work History

2004 - Present (20 years)

Wealthharbor Capital Group

Disclosures

Please visit the SEC profile of Brandon Grandbouche to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wealthharbor Capital Group, LLC

Nicholas Danna
Metairie, LA
Pierre Adams
Metairie, LA
William Beard
Ocean Springs, MS
Brian Currie
Metairie, LA
Brandon Grandbouche
Metairie, LA
Larry Mcdaniel
Ocala, FL
Mark Hooker
Ocean Springs, MS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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