Assets Under Management
$7.6B
Number of Clients
22,917
Number of Advisors
248
Average Client AUM
$330K
AUM per Advisor
$30.5M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Harbour Investments provides investment advisory services to individuals and institutions, offering discretionary and non-discretionary portfolio management, financial planning, and consultation. They also sponsor wrap-fee programs and third-party manager programs. Harbour Traded Models (HTM) is a subscription-based portfolio service offered to advisors under the firm’s name.
575 D'Onofrio Drive, Suite 300, Madison, WI, 53719