MARBLE HARBOR INVESTMENT COUNSEL, LLC

101 Federal Street
Suite 2920
Boston, Massachusetts 02110
Tel: 617-956-6710

About MARBLE HARBOR INVESTMENT COUNSEL, LLC

MARBLE HARBOR INVESTMENT COUNSEL, LLC, formally registered with the SEC as MARBLE HARBOR INVESTMENT COUNSEL, LLC. The firm was established in 01/11/2006. They have over 1 offices throughout the country.

MARBLE HARBOR INVESTMENT COUNSEL, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $1,127,302,147 assets under management, offering retirement planning & investment advisory services to 536 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	138538
SEC#	801-65234
Assets Managed by Firm	$1,127,302,147
No. of Clients	536
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	536	$1,127,302,147
Individuals (other than high net worth individuals)	66	$34,415,024
High net worth individuals	144	$1,063,472,123
Charitable organizations	11	$9,595,333
Corporations or other businesses	Fewer than 5 clients	$16,471,602

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