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HARBOUR INVESTMENTS, INC.
MADISON, WI
608-662-6100
SEC #801-29185Total AUM
$9.6B
Employees
232Clients
30,311Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
575 D'ONOFRIO DRIVE
SUITE 300
MADISON
WI 53719
United States
SUITE 300
MADISON
WI 53719
United States
Operating Hours
8:15AM - 4:45PM
Monday - Friday
Monday - Friday
Phone
608-662-6100
Other Offices
137
Financials
Total AUM
$9.6B
Accounts
44,629Discretionary
$7.6B
Accounts
34,913Non-Discretionary
$2B
Accounts
9,716
Clients
Individual Clients
28,325AUM
$6.6B
HNW Individual Clients
1,502AUM
$2.6B
Pension/Profit Sharing Plan Clients
227AUM
$71.5M
Charitable Organization Clients
159AUM
$125.3M
Government Entity Clients
1AUM
$107.6M
Insurance Company Clients
1AUM
$3M
Corporation or Business Clients
96AUM
$46.5M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee
Compliance
Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
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Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.