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| Happy Holidays!! thanks for using AUM13F!! |
| Harbour Financial Resources Ltd
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|---|---|
| CRD # | 110261 |
| SEC # | 801-58020 |
| CIK # | |
| AUM | $180.5 M (2025-02-25) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 847-675-6836 |
| Address | 9933 Lawler Ave, Suite 500 Skokie, IL 60077-4302 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 22.7 |
| (b) Individuals (high net worth individuals) | 55 | 136.3 |
| (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 | 26 | 21.5 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 391 | 180.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 391 | 180.5 |
| Total | 391 | 180.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 180.5 | |
| Total | 391 | 180.5 |
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|---|---|---|
|
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✚
|
NY | 0.2 |
|
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NH | 0.2 |
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Cobblestone Asset Management LLC
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VA | 0.2 |
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Beers Kight Financial Advisors LLC
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SC | 0.2 |
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Hensler & Associates Wealth Management LLC
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MI | 0.2 |
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IBN Financial Services Inc
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NY | 0.2 |
|
North Ridge Wealth Advisors Inc
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OR | 0.2 |
|
Sincerus Advisory LLC
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0.2 | |
|
Jim Saulnier & Associates LLC
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CO | 0.2 |