Harbour Investment Management LLC

Harbour Investment Management LLC (CRD# 111166) is a financial advisory firm headquartered in Edmonds, WA. They manage $252,527,847 in 464 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    253
    MILLION
  • Total Number of Accounts
    464
    ACCOUNTS
  • Average Account Value
    $544,241
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

NH, OR, TX, WA

Financial Advisors at Harbour Investment Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Hans D. Berkenhoff
CRD#: 1732902
110 James Street, Suite 111, Edmonds, WA 98020
96
Wealthminder
score

Hans Berkenhoff (CRD# 1732902) is an Investment Advisor Representative working at Harbour Investment Management LLC in Edmonds, WA and has over 30 years of experience in the finance industry.

2
Erika L. Hill
CRD#: 2681179
110 James Street, Suite 111, Edmonds, WA 98020
96
Wealthminder
score

Erika Hill (CRD# 2681179) is an Investment Advisor Representative working at Harbour Investment Management LLC in Edmonds, WA and has over 21 years of experience in the finance industry.

3
Lisa A. Dobson
CRD#: 5618926
110 James Street, Suite 111, Edmonds, WA 98020
93
Wealthminder
score

Lisa Dobson (CRD# 5618926) is an Investment Advisor Representative working at Harbour Investment Management LLC in Edmonds, WA and has over 9 years of experience in the finance industry.

4
Evan A. Hill
CRD#: 2824718
110 James Street, Suite 111, Edmonds, WA 98020
93
Wealthminder
score

Evan Hill (CRD# 2824718) is an Investment Advisor Representative working at Harbour Investment Management LLC in Edmonds, WA and has over 10 years of experience in the finance industry.

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