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| Keyboard |
| Harbour Financial Resources Ltd
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|---|---|
| CRD # | 110261 |
| SEC # | 801-58020 |
| CIK # | |
| AUM | 189.8 M (2026-03-30) |
| 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) | 58 | 20.4 |
| (b) Individuals (high net worth individuals) | 54 | 157.4 |
| (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 | 12 | 12.1 |
| (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 | 362 | 189.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 362 | 189.8 |
| Total | 362 | 189.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 189.8 | |
| Total | 362 | 189.8 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
LFG Wealth Partners LLC
✚
|
KY | 190.7 M |
|
Masus Financial Group Ltd
✚
|
IL | 190.6 M |
|
Bluestone Private Wealth LLC
✚
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OH | 190.4 M |
|
Armada Advisors Inc
✚
|
FL | 190.3 M |
|
Silicon Beach Wealth LLC
✚
|
CA | 190.1 M |
|
Three Sixty Wealth Management LLC
✚
|
IL | 190.1 M |
|
Calvert Wealth Management Inc
✚
|
MD | 189.6 M |
|
Xception Advisory Services LLC
✚
|
GA | 189.3 M |
|
Classic Asset Management LLC
✚
|
ND | 189.1 M |
|
Ridgeline Wealth Advisors LLC
✚
|
NC | 189.0 M |