


Harbor Wealth Management
Financial Services • Ponca City, Oklahoma, United States • 11-20 Employees
Company overview
| Headquarters | 102 S. 5th St, Ponca City, Oklahoma 74601, US |
| Phone number | +15807677701 |
| Website | |
| NAICS | 52 |
| Founded | 2012 |
| Employees | 11-20 |
| Socials |
Key Contact at Harbor Wealth Management
Shaun Searle
Branch Manager, Investment Executive, Owner Principal
Harbor Wealth Management Email Formats
Harbor Wealth Management uses 5 email formats. The most common is {first name}.{last name}@company.com (e.g., john.doe@company.com), used 42.1% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}.{last name}@company.com | john.doe@company.com | 42.1% |
{first name}@company.com | john@company.com | 25.3% |
{first name initial}{last name}@company.com | {first name initial}doe@company.com | 14.8% |
{first name}{last name}@company.com | johndoe@company.com | 10.2% |
{last name}@company.com | doe@company.com | 7.6% |
About Harbor Wealth Management
We are Wealth Advisors who aim to simplify this chapter of our clients lives. Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. HARBOR WEALTH MANAGEMENT is not a registered broker/dealer and is independent of Raymond James Financial Services. Important Disclosure Information: http://raymondjames.com/smicd.htm .“
Harbor Wealth Management revenue & valuation
| Annual revenue | $1,112,215 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Harbor Wealth Management has 3 employees across 2 departments.
Departments
Number of employees
Funding Data
Harbor Wealth Management has never raised funding before.
Harbor Wealth Management Tech Stack
Discover the technologies and tools that power Harbor Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Appointment scheduling
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Miscellaneous
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Miscellaneous
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Performance
Frequently asked questions
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