Harbour Financial Resources, Ltd

Harbour Financial Resources, Ltd (CRD# 110261) is a financial advisory firm headquartered in Skokie, IL. They manage $144,484,909 in 545 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    144
    MILLION
  • Total Number of Accounts
    545
    ACCOUNTS
  • Average Account Value
    $265,110
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, TX, WI

Financial Advisors at Harbour Financial Resources, Ltd
Showing 1 - 2 of 2 top financial advisors.
1
Robert A. Leon
CRD#: 2104931
9933 Lawler Ave, Suite 500, Skokie, IL 60077
93
Wealthminder
score

Robert Leon (CRD# 2104931) is an Investment Advisor Representative working at Harbour Financial Resources, Ltd in Skokie, IL and has over 25 years of experience in the finance industry.

2
Michael G. Vieceli
CRD#: 1436994
9933 Lawler, Suite 500, Skokie, IL 60077
93
Wealthminder
score

Michael Vieceli (CRD# 1436994) is an Investment Advisor Representative working at Harbour Financial Resources, Ltd in Skokie, IL and has over 30 years of experience in the finance industry.

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