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 out of Metairie, Louisiana with a total of 18 years of industry experience. Grandbouche is currently employed by Wealthharbor Capital Group, LLC. They have been with Wealthharbor Capital Group, Llc for their entire career. Grandbouche has a Series 65 license, which qualifies them as an investment advisor representative, and can operate in Louisiana. Wealthharbor Capital Group, LLC is a financial advisory firm that has its headquarters in Metairie, LA. It controls $252 million in total assets across its 298 client accounts, making it one of the mid-sized firms in the United States by assets under management. Of its 298 accounts, 27% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. Wealthharbor Capital Group, LLC performs a number of services, such as 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. Fees for financial management typically depend on the type of financial services provided. However, fee types billed by Wealthharbor Capital Group, LLC can be comprised of some combination of asset-based and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

18 years

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

$252,439,388

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

6

LA Average: 13
Total Number of Accounts

298

LA Average: 722
Average Account Size

$847,112

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

Brandon has been registered as a financial advisor for 18 years.*

2004 - Present (20 years)

Wealthharbor Capital Group

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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
Earnest Martin
New Orleans, LA
William Beard
Ocean Springs, MS
Brian Currie
Metairie, LA
Brandon Grandbouche
Metairie, LA
Scott Grandbouche
Metairie, LA
Melanie Martin
New Orleans, LA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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