Marble Harbor Investment Counsel, LLC

Marble Harbor Investment Counsel, LLC (CRD# 138538) is a financial advisory firm headquartered in Boston, MA. They manage $1,104,218,171 in 482 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
    1,104
    MILLION
  • Total Number of Accounts
    482
    ACCOUNTS
  • Average Account Value
    $2,290,909
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
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.

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 29 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 21 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. Howard Cowan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals