|
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| Eagle Harbor Asset Management Inc
✚
| |
|---|---|
| CRD # | 108089 |
| SEC # | 801-121335 |
| CIK # | |
| AUM | $131.4 MM (2024-03-13) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 206-300-1423 |
| Address | 8330 Grand Ave NE Bainbridge is, WA 98110 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 53 | 8.2 |
| (b) Individuals (high net worth individuals) | 128 | 121.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 184 | 131.4 |
| By Discretionary | ||
| Discretionary | 184 | 131.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 184 | 131.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 131.4 | |
| Total | 184 | 131.4 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Betro Mileszko & Company LLC
✚
|
MA | 0.1 |
|
James I Black & Company
✚
|
FL | 0.1 |
|
Capital Design Private Wealth LLC
✚
|
NH | 0.1 |
|
Financial Strategies Inc
✚
|
WI | 0.1 |
|
Eubank Hutson & Associates LLC
✚
|
TX | 0.1 |
|
KUHN & Company Investment Counsel LLC
✚
|
IL | 0.1 |
|
Taylor Wealth Management LLC
✚
|
CA | 0.1 |
|
Zynergy Retirement Planning
✚
|
NJ | 0.1 |
|
Tenon Financial LLC
✚
|
NJ | 0.1 |
|
Vannoy Advisory Group Inc
✚
|
TX | 0.1 |