Overview
Assets Under Management: $172 million
High-Net-Worth Clients: 54
Average Client Assets: $2 million
Frequently Asked Questions
PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC. 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 #146928), PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC. is subject to fiduciary duty under federal law.
PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC. serves 54 high-net-worth clients according to their SEC filing dated March 26, 2024. View client details ↓
According to their SEC Form ADV, PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC. offers financial planning and portfolio management for individuals. View all service details ↓
PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC. manages $172 million in client assets according to their SEC filing dated March 26, 2024.
According to their SEC Form ADV, PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.09
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 378
Discretionary Accounts: 377
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 146928
Last Filing Date: 2024-03-26 00:00:00
Website: https://privateharbour.com