The HARBOUR INVESTMENTS, INC. is a privately held investment adviser that advises $9.6Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. HARBOUR INVESTMENTS, INC. is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 185.59% over the last 5-years.
The Group has been registered with the SEC for 39.33 years and is comprised of 1 filing and 0 relying advisers. They operate out of 22 office locations with their Headquarters at 575 D'ONOFRIO DRIVE SUITE 300, MADISON, WISCONSIN. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 232 employees comprised of 213 investment and 19 non-investment staff. The total number of Employees increased by 8.92% over the last 5-years.
Their $9.6Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 482 other accounts. Assets of Individuals clients own $6.65Bn or 69.28% of Total Assets and High Net Worth Individuals own $2.6Bn or 27.04% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
HARBOUR INVESTMENTS, INC. names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.