Overview
Assets Under Management: $140 million
High-Net-Worth Clients: 127
Average Client Assets: $994,033
Frequently Asked Questions
EAGLE HARBOR ASSET MANAGEMENT INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108089), EAGLE HARBOR ASSET MANAGEMENT INC is subject to fiduciary duty under federal law.
EAGLE HARBOR ASSET MANAGEMENT INC serves 127 high-net-worth clients according to their SEC filing dated February 12, 2025. View client details ↓
According to their SEC Form ADV, EAGLE HARBOR ASSET MANAGEMENT INC offers portfolio management for individuals. View all service details ↓
EAGLE HARBOR ASSET MANAGEMENT INC manages $140 million in client assets according to their SEC filing dated February 12, 2025.
According to their SEC Form ADV, EAGLE HARBOR ASSET MANAGEMENT INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 127
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.42
Average High-Net-Worth Client Assets: $994,033
Total Client Accounts: 188
Discretionary Accounts: 188
Regulatory Filings
CRD Number: 108089
Last Filing Date: 2025-02-12 00:00:00
Website: https://ehaminc.com