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Building 2PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.

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Phone216-292-5700
NotebookSEC #801-69044
Total AUM
$169.2M
Employees
1
Clients
141

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
216-292-5700

ReceiptFinancials

Total AUM
$169.2M
Accounts
316
Discretionary
$166.8M
Accounts
315
Non-Discretionary
$2.4M
Accounts
1

ContactClients

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Individual Clients
86
AUM
$32.2M
HNW Individual Clients
49
AUM
$125.5M
Pension/Profit Sharing Plan Clients
2
AUM
$10M
Charitable Organization Clients
2
AUM
$161.5K
Corporation or Business Clients
2
AUM
$1.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHTXVA

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

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