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HARBOUR FINANCIAL RESOURCES, LTD

9933 Lawler Ave., Suite 500
Skokie, Illinois 60077-4302
Tel: 847-675-6836

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About HARBOUR FINANCIAL RESOURCES, LTD

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.

Firm Information

SEC Current StatusApproved
Firm CRD#110261
SEC#801-58020
Assets Managed by Firm$180,465,357
No. of Clients391
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Commission Based

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total391$180,465,357
Individuals (other than high net worth individuals)63$22,681,738
High net worth individuals55$136,306,976
Pension and profit sharing plans26$21,476,643

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