Harbour Financial Resources, Ltd

Harbour Financial Resources, Ltd (CRD# 110261) is a financial advisory firm headquartered in Skokie, IL. They manage $156,025,618 in 419 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
9933 Lawler Ave., Suite 500, Skokie, IL 60077
By the Numbers
  • Total Assets Under Management
    156
    MILLION
  • Total Number of Accounts
    419
    ACCOUNTS
  • Average Account Value
    $372,376
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
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 Leon, financial advisor Skokie IL
Robert A. Leon
CRD#: 2104931
9933 Lawler Ave, Suite 500, Skokie, IL 60077

Robert Leon (CRD# 2104931) is an Investment Advisor Representative working at Harbour Financial Resources, Ltd in Skokie, IL and has over 32 years of experience in the finance industry.

2
Michael Vieceli, financial advisor Skokie IL
Michael G. Vieceli
CRD#: 1436994
9933 Lawler, Suite 500, Skokie, IL 60077

Michael Vieceli (CRD# 1436994) is an Investment Advisor Representative working at Harbour Financial Resources, Ltd in Skokie, IL and has over 38 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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