Overview
Assets Under Management: $471 million
Headquarters: EDMONDS, WA
High-Net-Worth Clients: 96
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 96
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.64
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 564
Discretionary Accounts: 564
Regulatory Filings
CRD Number: 111166
Last Filing Date: 2025-02-18 00:00:00
Website: https://harbourinvest.com