HARBOUR INVESTMENTS, INC.

575 D'Onofrio Drive
Suite 300
Madison, Wisconsin 53719
Tel: 608-662-6100

About HARBOUR INVESTMENTS, INC.

HARBOUR INVESTMENTS, INC, formally registered with the SEC as HARBOUR INVESTMENTS, INC. The firm was established in 04/10/1987. They have over 141 offices throughout the country.

HARBOUR INVESTMENTS, INC. is a Madison, Wisconsin based Financial Planning firm with nearly $6,101,862,276 assets under management, offering retirement planning & investment advisory services to 33564 clients. The firm is staffed with 228 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	19258
SEC#	801-29185
Assets Managed by Firm	$6,101,862,276
No. of Clients	33564
No. of Advisors	228

Fee Structure

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

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	33564	$6,101,862,276
Individuals (other than high net worth individuals)	20966	$4,504,445,282
High net worth individuals	732	$1,355,231,952
Pension and profit sharing plans	192	$59,113,654
Charitable organizations	74	$92,041,556
Corporations or other businesses	81	$88,684,610

More Retirement Planning firms in Madison, Wisconsin:

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ROBERT W. BAIRD & CO. INCORPORATED 777 E. Wisconsin Avenue Milwaukee, WI, 53202-5391	$287,514,955,453	331500	4069
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$281,345,911,200	25	260
ARTISAN PARTNERS LIMITED PARTNERSHIP 875 East Wisconsin Avenue, Suite 800 Milwaukee, WI, 53202	$151,331,807,781	259	503
TRUSTAGE INVESTMENT MANAGEMENT 5910 Mineral Point Rd Madison, WI, 53705	$35,460,961,000	350	64
MASON STREET ADVISORS, LLC 720 East Wisconsin Avenue Milwaukee, WI, 53202-4797	$28,558,864,166	31	14

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