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Building 2HARBOUR INVESTMENT MANAGEMENT L.L.C.

Map pinEDMONDS, WA
Phone425-742-1557
NotebookSEC #801-39540
Total AUM
$381.6M
Employees
6
Clients
185

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
152 3RD AVE S
SUITE 103B
EDMONDS
WA 98020-8442
United States
Operating Hours
8:00 AM TO 1:00 PM
Monday - Friday
Phone
425-742-1557
Other Offices
1

ReceiptFinancials

Total AUM
$381.6M
Accounts
493
Discretionary
$364.7M
Accounts
489
Non-Discretionary
$16.9M
Accounts
4

ContactClients

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Individual Clients
99
AUM
$48.4M
HNW Individual Clients
78
AUM
$268.9M
Pension/Profit Sharing Plan Clients
1
AUM
$6.1M
Charitable Organization Clients
6
AUM
$58M
Corporation or Business Clients
1
AUM
$225.5K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANHORTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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