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HARBOUR FINANCIAL RESOURCES, LTD
CRD 110261 · SEC 801-58020
9933 LAWLER AVE., SUITE 500, SKOKIE, IL, 60077-4302, United States
Phone
847-675-6836
Fax
847-675-4465
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$189.8M
Discretionary AUM
$0
Team
3 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $20.4M |
| High net worth individuals | 54 | $157.4M |
| Pension/profit sharing plans | 12 | $12.1M |
States served
IL, WI, TX
Official SEC filing: View on IAPD