Marble Harbor Investment Counsel, LLC

Marble Harbor Investment Counsel, LLC (CRD# 138538) is a financial advisory firm headquartered in Boston, MA. They manage $484,230,925 in 343 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details
101 Federal Street, Suite 2505, Boston, MA 02110
http://www.marbleharboric.com
By the Numbers
  • Total Assets Under Management
    484
    MILLION
  • Total Number of Accounts
    343
    ACCOUNTS
  • Average Account Value
    $1,411,752
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)
  • Portfolio management for businesses (other than small businesses) or institutional clients
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
Lawrence Harrington, financial advisor Boston MA
Lawrence J. Harrington
CRD#: 2311316
101 Federal Street, Suite 2505, Boston, MA 02110
93
Wealthminder
score

Lawrence Harrington (CRD# 2311316) is an Investment Advisor Representative working at Marble Harbor Investment Counsel, LLC in Boston, MA and has over 24 years of experience in the finance industry.

2
Patrick Robb, financial advisor Boston MA
Patrick E. Robb
CRD#: 4361661
101 Federal Street, Suite 2505, Boston, MA 02110
93
Wealthminder
score

Patrick Robb (CRD# 4361661) is an Investment Advisor Representative working at Marble Harbor Investment Counsel, LLC in Boston, MA and has over 16 years of experience in the finance industry.

3
Paul Davis, financial advisor Boston MA
Paul R. Davis
CRD#: 5069626
101 Federal Street, Suite 2210, Boston, MA 02110
90
Wealthminder
score

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.

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

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