⚲
|
Harbour Financial Resources Ltd
✚
| |
---|---|
CRD # | 110261 |
SEC # | 801-58020 |
CIK # | |
AUM | $156.0 MM (2024-02-29) |
Employees | 3 (67% Investors, 0% Brokers) |
Phone | 847-675-6836 |
Address | 9933 Lawler Ave, Suite 500 Skokie, IL 60077-4302 |
Source | [IAPD] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 66 | 21.1 |
(b) Individuals (high net worth individuals) | 60 | 114.4 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 36 | 20.5 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 419 | 156.0 |
By Discretionary | ||
Discretionary | 0 | 0.0 |
Non-Discretionary | 419 | 156.0 |
Total | 419 | 156.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 156.0 | |
Total | 419 | 156.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Delarme Wealth Management Inc
✚
|
CA | 0.2 |
Octant Quantitative Investment Management LLC
✚
|
UT | 0.2 |
Catalyst Financial NW Corporation
✚
|
OR | 0.2 |
Central Pine Capital LLC
✚
|
NY | 0.2 |
Secfi Advisory Limited
✚
|
NY | 0.2 |
Retirement Advisors LLC
✚
|
TX | 0.2 |
Merkkuri Wealth Advisors LLC
✚
|
NY | 0.2 |
Wealthplans LLC
✚
|
MD | 0.2 |
IBN Advisory Services Inc
✚
|
NY | 0.2 |
Sincerus Advisory LLC
✚
|
NY | 0.2 |