Martha
Clark

Harbour Wealth Management Group, Inc

CRD#7831369
Investment Advisor
in Charleston, SC

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About this Advisor

Martha Clark is a financial advisor based in Charleston, South Carolina, working with Harbour Wealth Management Group, Inc. Martha has previously held positions at Gordon's Of Mandeville, Brown Eyed Girl Boutique, New Covenant Presbyterian Weekday School, Sewanee Data Institute, Shenanigans, Lumiere, Monteagle Sunday School Assembly, Harbour Wealth Management Group, Inc, Student, Sewanee: The University Of The South, Extended Travel, Waitr, and M Holdings Securities, Inc. Martha has passed the Series 66 regulatory exam and is registered to provide services in South Carolina. Currently, Martha is part of Harbour Wealth Management Group, Inc, which operates out of Charleston, South Carolina. The firm has 4 employees and manages assets totaling $174.1 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Harbour Wealth Management Group, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

126 Seven Farms Drive Ste 150
Charleston, SC 29492

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Harbour Wealth Management Group, Inc Brokerage Details

Total Assets Under Management

$174,104,918

SC Average: $646,059,043
Total Number of Employees

4

SC Average: 13
Total Number of Accounts

481

SC Average: 661
Average Account Size

$361,964

SC Average: $977,396

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Martha Clark Work History

2023 - Present (1 year)

Harbour Wealth Management Group, Inc

2023 - Present (1 year)

M Holdings Securities, Inc

2023 - 2023 (< 1 year)

Lumiere

2023 - 2023 (< 1 year)

Monteagle Sunday School Assembly

2022 - 2022 (< 1 year)

Shenanigans

2022 - 2022 (< 1 year)

Extended Travel

2021 - 2021 (< 1 year)

Sewanee Data Institute

2019 - 2023 (4 years)

Sewanee: The University Of The South

2019 - 2019 (< 1 year)

Waitr

2018 - 2022 (4 years)

New Covenant Presbyterian Weekday School

2017 - 2018 (1 year)

Brown Eyed Girl Boutique

2016 - 2017 (1 year)

Gordon'S Of Mandeville

2014 - 2016 (2 years)

Student

Disclosures

Please visit the SEC profile of Martha Clark 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 Harbour Wealth Management Group, Inc

Martha Clark
Charleston, SC
Christopher Corley
Charleston, SC
Matthew Pardieck
Charleston, SC
Ansley Mellette
Charleston, SC

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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