Harbour Investment Management L.L.C. is a large advisory firm based in Edmonds. It manages $290.51 million of regulatory assets for 442 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of New Hampshire, Oregon, Texas, and Washington.
Harbour Investment Management L.L.C provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and educational seminars and workshops. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Harbour Investment Management L.L.C. is $290.51 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 153% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Harbour Investment Management L.L.C. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Harbour Investment Management L.L.C is high net worth individuals with 66 clients and $208.57 million of assets under management. Among the 13 most similar advisory firms, Harbour Investment Management L.L.C has the 6th highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $289.74 million for 184 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Harbour Investment Management L.L.C doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Harbour Investment Management L.L.C. performs its advisory services is located at 110 James Street, Edmonds, WA 98020 8431, which is also the mailing address of the firm. An additional office of the firm is in Portland, OR. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 425-742-1557 or by fax 425-645-8046. The normal business hours are 8:00 am to 1:00 pm on Monday - Friday.