Harbour Investment Management LLC

Harbour Investment Management LLC (CRD# 111166) is a financial advisory firm headquartered in Edmonds, WA. They manage $415,531,728 in 548 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
152 3rd Ave S, Suite 103b, Edmonds, WA 98020
https://www.harbourinvest.com/
By the Numbers
  • Total Assets Under Management
    416
    MILLION
  • Total Number of Accounts
    548
    ACCOUNTS
  • Average Account Value
    $758,270
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
The map below shows states where this firm has explicit registration only.

CA, NH, OR, TX, WA

Financial Advisors at Harbour Investment Management LLC
Showing 1 - 5 of 5 top financial advisors.
1
Erika Berkenhoff, financial advisor Edmonds WA
Erika L. Berkenhoff
CRD#: 2681179
152 3rd Ave S, Suite 103b, Edmonds, WA 98020

Erika Berkenhoff (CRD# 2681179) is an Investment Advisor Representative working at Harbour Investment Management LLC in Edmonds, WA and has over 27 years of experience in the finance industry.

2
Hans Berkenhoff, financial advisor Edmonds WA
Hans D. Berkenhoff
CRD#: 1732902
110 James Street, Suite 111, Edmonds, WA 98020

Hans Berkenhoff (CRD# 1732902) is an Investment Advisor Representative working at Harbour Investment Management LLC in Edmonds, WA and has over 36 years of experience in the finance industry.

3
Carrie Hepburn, financial advisor Edmonds WA
Carrie A. Hepburn
CRD#: 6669044
152 3rd Ave S, Suite 103b, Edmonds, WA 98020

Carrie Hepburn (CRD# 6669044) is an Investment Advisor Representative working at Harbour Investment Management LLC in Edmonds, WA and has over 7 years of experience in the finance industry.

4
Aalok Shah, financial advisor Edmonds WA
Aalok K. Shah
CRD#: 3244464
152 3rd Ave S, Suite 103b, Edmonds, WA 98020

Aalok Shah (CRD# 3244464) is an Investment Advisor Representative working at Harbour Investment Management LLC in Edmonds, WA and has over 22 years of experience in the finance industry.

5
Michael Gill-More, financial advisor Edmonds WA
Michael L. Gill-More
CRD#: 3268408
152 3rd Ave S, Suite 103b, Edmonds, WA 98020

Michael Gill-More (CRD# 3268408) is an Investment Advisor Representative working at Harbour Investment Management LLC in Edmonds, WA and has over 24 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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