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).

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 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 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 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
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.

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