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⚲
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| Harbour Investments Inc
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|
|
|---|---|
| CRD # | 19258 |
| SEC # | 801-29185 |
| CIK # | 0001275880, 0002003557, 0000810121 |
| AUM | $9.6 B (2026-06-29) |
| Employees | 232 (92% Investors, 100% Brokers) |
| Phone | 608-662-6100 |
| Address | 575 Donofrio Drive Madison, WI 53719 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Procter & Gamble Co | 0.1 | ||
| AbbVie Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28,325 | 6.6 |
| (b) Individuals (high net worth individuals) | 1,502 | 2.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 227 | 0.1 |
| (h) Charitable organizations | 159 | 0.1 |
| (i) State or municipal government entities | 0 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 96 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 44,629 | 9.6 |
| By Discretionary | ||
| Discretionary | 34,913 | 7.6 |
| Non-Discretionary | 9,716 | 2.0 |
| Total | 44,629 | 9.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 9.6 | |
| Total | 44,629 | 9.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000810121] | |
| 13F-HR | [0001275880] | |
| 13F-HR | [0002003557] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
IHT Wealth Management LLC
✚
|
IL | 9.8 |
|
Coolabah Capital Institutional Investments PTY Limited
✚
|
9.8 | |
|
F L Putnam Investment Management Co
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|
MA | 9.7 |
|
Simplify Asset Management Inc
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|
NV | 9.6 |
|
Frontier Capital Management Co LLC
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|
MA | 9.6 |
|
CornerStone Advisors Asset Management LLC
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|
PA | 9.6 |
|
Mariner Independent Advisor Network LLC
✚
|
KS | 9.6 |
|
Orgel Wealth Management LLC
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|
WI | 9.5 |
|
Composition Wealth LLC
✚
|
CA | 9.5 |
|
Westwood Global Investments LLC
✚
|
UT | 9.5 |