Overview
Assets Under Management: $180 million
Headquarters: SKOKIE, IL
High-Net-Worth Clients: 55
Average Client Assets: $2 million
Frequently Asked Questions
HARBOUR FINANCIAL RESOURCES, LTD 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 #110261), HARBOUR FINANCIAL RESOURCES, LTD is subject to fiduciary duty under federal law.
HARBOUR FINANCIAL RESOURCES, LTD is headquartered in SKOKIE, IL.
HARBOUR FINANCIAL RESOURCES, LTD serves 55 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, HARBOUR FINANCIAL RESOURCES, LTD offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
HARBOUR FINANCIAL RESOURCES, LTD manages $180 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, HARBOUR FINANCIAL RESOURCES, LTD serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 75.53
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 391
Non-Discretionary Accounts: 391
Regulatory Filings
CRD Number: 110261
Last Filing Date: 2025-02-25 00:00:00
Website: https://hfrltd.com