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Home > Retirement Planners > washington > edmonds > HARBOUR INVESTMENT MANAGEMENT L.L.C.
HARBOUR INVESTMENT MANAGEMENT L.L.C.
152 3rd Ave S
Suite 103b
Edmonds, Washington 98020-8442
Tel: 425-742-1557
About HARBOUR INVESTMENT MANAGEMENT L.L.C.
HARBOUR INVESTMENT MANAGEMENT LLC, formally registered with the SEC as HARBOUR INVESTMENT MANAGEMENT LLC. The firm was established in 07/24/1991. They have over 2 offices throughout the country.
HARBOUR INVESTMENT MANAGEMENT L.L.C. is a Edmonds, Washington based Financial Planning firm with nearly $470,591,159 assets under management, offering retirement planning & investment advisory services to 564 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111166 |
| SEC# | 801-39540 |
| Assets Managed by Firm | $470,591,159 |
| No. of Clients | 564 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 564 | $470,591,159 |
| Individuals (other than high net worth individuals) | 99 | $44,320,912 |
| High net worth individuals | 96 | $341,821,558 |
| Pension and profit sharing plans | Fewer than 5 clients | $28,632,231 |
| Charitable organizations | 6 | $54,520,529 |
| Corporations or other businesses | Fewer than 5 clients | $1,295,929 |
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