Private Harbour Investment Management & Counsel LLC

Private Harbour Investment Management & Counsel LLC (CRD# 146928) is a financial advisory firm headquartered in , . They manage $171,500,154 in 378 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    172
    MILLION
  • Total Number of Accounts
    378
    ACCOUNTS
  • Average Account Value
    $453,704
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, OH, TX, VA

Financial Advisors at Private Harbour Investment Management & Counsel LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Blue, financial advisor Solon OH
James A. Blue
CRD#: 2703373
6240 Som Center Road, Suite 120, Solon, OH 44139

James Blue (CRD# 2703373) is an Investment Advisor Representative working at Private Harbour Investment Management & Counsel LLC in Solon, OH and has over 28 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.

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