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| Harbour Investments Inc
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|
|---|---|
| CRD # | 19258 |
| SEC # | 801-29185 |
| CIK # | 0001275880, 0000810121 |
| AUM | $4.5 BB (2023-03-23) |
| Employees | 213 (91% Investors, 100% Brokers) |
| Phone | 608-662-6100 |
| Address | 575 Donofrio Drive Madison, WI 53719 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.0 | |
| PG | 338.1 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14,808 | 3.5 |
| (b) Individuals (high net worth individuals) | 626 | 1.1 |
| (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 | 147 | 0.0 |
| (h) Charitable organizations | 38 | 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 | 52 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 24,931 | 4.7 |
| By Discretionary | ||
| Discretionary | 16,641 | 3.2 |
| Non-Discretionary | 8,290 | 1.5 |
| Total | 24,931 | 4.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.7 | |
| Total | 24,931 | 4.7 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000810121] | |
| 13F-HR | [0001275880] |
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|---|---|---|
|
Promanage LLC
✚
|
IL | 4.5 |
|
Fourth Street Performance Partners Inc
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|
KY | 4.5 |
|
JMG Financial Group Ltd
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|
IL | 4.5 |
|
Kestra Private Wealth Services LLC
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TX | 4.5 |
|
Stockman Wealth Management Inc
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MT | 4.5 |
|
Inverness Counsel LLC
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NY | 4.5 |
|
InterOcean Capital Group LLC
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|
TN | 4.5 |
|
Focus Financial Network Inc
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|
MN | 4.5 |
|
Marshfield Associates Inc
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|
DC | 4.4 |
|
Dana Investment Advisors Inc
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|
WI | 4.4 |