Harbour Investment Management LLC

Harbour Investment Management LLC (CRD# 111166) is a financial advisory firm headquartered in Edmonds, WA. They manage $241,955,822 in 485 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    242
    MILLION
  • Total Number of Accounts
    485
    ACCOUNTS
  • Average Account Value
    $498,878
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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.

LA, NH, OR, TX, WA

Financial Advisors at Harbour Investment Management LLC
Showing 1 - 3 of 3 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
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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.