Marble Harbor Investment Counsel, LLC

Marble Harbor Investment Counsel, LLC (CRD# 138538) is a financial advisory firm headquartered in Boston, MA. They manage $849,279,231 in 437 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
101 Federal Street, Suite 2920, Boston, MA 02110
http://www.marbleharboric.com
By the Numbers
  • Total Assets Under Management
    849
    MILLION
  • Total Number of Accounts
    437
    ACCOUNTS
  • Average Account Value
    $1,943,431
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 - 3 of 3 top financial advisors.
1
Paul Davis, financial advisor Boston MA
Paul R. Davis
CRD#: 5069626
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 27 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 19 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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