Marble Harbor Investment Counsel, LLC

Marble Harbor Investment Counsel, LLC (CRD# 138538) is a financial advisory firm headquartered in Boston, MA. They manage $1,127,302,147 in 536 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
101 Federal Street, Suite 2920, Boston, MA 02110
https://linkedin.com/company/marble-harbor-investment-counsel-llc
By the Numbers
  • Total Assets Under Management
    1,127
    MILLION
  • Total Number of Accounts
    536
    ACCOUNTS
  • Average Account Value
    $2,103,176
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, FL, LA, MA, MD, ME, NH, NY, TX

Financial Advisors at Marble Harbor Investment Counsel, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Paul Davis, financial advisor Boston MA
Paul R. Davis
CRD#: 5069626
101 Federal Street, Suite 2920, Boston, MA 02110

Paul Davis (CRD# 5069626) is an Investment Advisor Representative working at Marble Harbor Investment Counsel, LLC in Boston, MA and has 1 year of experience in the finance industry.

2
Lawrence Harrington, financial advisor Boston MA
Lawrence J. Harrington
CRD#: 2311316
101 Federal Street, Suite 2920, Boston, MA 02110

Lawrence Harrington (CRD# 2311316) is an Investment Advisor Representative working at Marble Harbor Investment Counsel, LLC in Boston, MA and has over 31 years of experience in the finance industry.

3
Patrick Robb, financial advisor Boston MA
Patrick E. Robb
CRD#: 4361661
101 Federal Street, Suite 2920, Boston, MA 02110

Patrick Robb (CRD# 4361661) is an Investment Advisor Representative working at Marble Harbor Investment Counsel, LLC in Boston, MA and has over 23 years of experience in the finance industry.

4
Howard Cowan, financial advisor Boston MA
Howard Cowan
CRD#: 6802850
101 Federal Street, Suite 2920, Boston, MA 02110

Howard Cowan (CRD# 6802850) is an Investment Advisor Representative working at Marble Harbor Investment Counsel, LLC in Boston, MA and has 1 year 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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