9933 Lawler Ave., Suite 500
Skokie, Illinois 60077-4302
Tel: 847-675-6836
HARBOUR FINANCIAL RESOURCES, LTD, formally registered with the SEC as HARBOUR FINANCIAL RESOURCES, LTD. The firm was established in 10/17/2000. They have over 1 offices throughout the country.
HARBOUR FINANCIAL RESOURCES, LTD is a Skokie, Illinois based Financial Planning firm with nearly $180,465,357 assets under management, offering retirement planning & investment advisory services to 391 clients. The firm is staffed with 3 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110261 |
| SEC# | 801-58020 |
| Assets Managed by Firm | $180,465,357 |
| No. of Clients | 391 |
| No. of Advisors | 3 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 391 | $180,465,357 |
| Individuals (other than high net worth individuals) | 63 | $22,681,738 |
| High net worth individuals | 55 | $136,306,976 |
| Pension and profit sharing plans | 26 | $21,476,643 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $1,016,556,943,580 | 41105 | 674 | |
| $545,530,164,135 | 401 | 220 | |
| $426,071,864,566 | 1821809 | 415 | |
| $248,044,764,038 | 37 | 1857 | |
| $239,614,971,441 | 59703 | 397 |
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