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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Eagle Harbor Asset Management Inc
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|---|---|
| CRD # | 108089 |
| SEC # | 801-121335 |
| CIK # | |
| AUM | $139.6 M (2025-02-12) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 206-300-1423 |
| Address | |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 57 | 11.0 |
| (b) Individuals (high net worth individuals) | 127 | 126.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 2.4 |
| (n) Other | 0 | 0.0 |
| Total | 188 | 139.6 |
| By Discretionary | ||
| Discretionary | 188 | 139.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 188 | 139.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 139.6 | |
| Total | 188 | 139.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Belmont Private Wealth
✚
|
0.1 | |
|
Avail Investment Partners LLC
✚
|
PA | 0.1 |
|
Spyglass Investment Management Corporation
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IN | 0.1 |
|
Oxford Capital Management Inc
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|
VA | 0.1 |
|
Financial Consultants Group Inc
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|
GA | 0.1 |
|
Gilbert Capital Group Inc
✚
|
0.1 | |
|
Mark Bell Advisory Services Inc
✚
|
IL | 0.1 |
|
Peak Investment Advisors Inc
✚
|
CO | 0.1 |
|
Pointer Financial Advisors LLC
✚
|
MD | 0.1 |
|
Strivus Wealth Partners LLC
✚
|
FL | 0.1 |