Harbour Financial Resources Ltd

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Assets, Funds, Holdings

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Harbour Financial Resources Ltd
CRD #110261
SEC #801-58020
CIK #
AUM $156.0 MM (2024-02-29)
Employees 3 (67% Investors, 0% Brokers)
Phone847-675-6836
Address9933 Lawler Ave, Suite 500
Skokie, IL 60077-4302
Source [IAPD]
Total AUM ($MM)
170136102683402001200920172025
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
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OR 0.2
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Merkkuri Wealth Advisors LLC
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Wealthplans LLC
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IBN Advisory Services Inc
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Sincerus Advisory LLC
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