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| Happy Holidays!! thanks for using AUM13F!! |
| Harbour Investments Inc
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| CRD # | 19258 |
| SEC # | 801-29185 |
| CIK # | 0000810121, 0002003557, 0001275880 |
| AUM | $7.6 B (2025-07-31) |
| Employees | 231 (92% Investors, 100% Brokers) |
| Phone | 608-662-6100 |
| Address | 575 Donofrio Drive Madison, WI 53719 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000810121 0002003557 0001275880 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
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| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21,523 | 5.5 |
| (b) Individuals (high net worth individuals) | 1,042 | 1.8 |
| (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 | 200 | 0.1 |
| (h) Charitable organizations | 82 | 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 | 70 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 38,692 | 7.6 |
| By Discretionary | ||
| Discretionary | 24,548 | 4.9 |
| Non-Discretionary | 14,144 | 2.7 |
| Total | 38,692 | 7.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 7.6 | |
| Total | 38,692 | 7.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000810121] | |
| 13F-HR | [0001275880] | |
| 13F-HR | [0002003557] |
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|---|---|---|
|
Hornor Townsend & Kent LLC
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|
PA | 7.8 |
|
Homestead Advisers Corp
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VA | 7.7 |
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Cadaret Grant & Co Inc
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NY | 7.7 |
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Advisor Partners II LLC
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CA | 7.7 |
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Guided Choice Asset Management Inc
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NV | 7.7 |
|
Wedge Capital Management LLP
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NC | 7.7 |
|
Stephens Investment Management Group LLC
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AR | 7.6 |
|
Marshfield Associates Inc
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|
DC | 7.5 |
|
McMorgan & Company LLC
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CA | 7.4 |
|
ARAX Advisory Partners LLC
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CO | 7.3 |