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EAGLE HARBOR ASSET MANAGEMENT, INC.
EAGLE HARBOR ASSET MANAGEMENT INC
CRD 108089 · SEC 801-121335
WA, United States
Phone
206-300-1423
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$160.9M
Discretionary AUM
$160.9M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-02-18
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 46 | $6.4M |
| High net worth individuals | 153 | $152.0M |
| Corporations/business entities | 4 | $2.5M |
States served
WA
All web addresses on file
Official SEC filing: View on IAPD