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HARBOUR INVESTMENT MANAGEMENT L.L.C.
CRD 111166 · SEC 801-39540
152 3RD AVE S, SUITE 103B, EDMONDS, WA, 98020-8442, United States
Phone
425-742-1557
Fax
425-645-8046
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$381.6M
Discretionary AUM
$364.7M
Team
6 total employees; 5 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 99 | $48.4M |
| High net worth individuals | 78 | $268.9M |
| Charitable organizations | 6 | $58.0M |
States served
CA, OR, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD