|
⚲
|
| 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 |