Private Harbour

Private Harbour (CRD# 146928) is a financial advisory firm headquartered in Pepper Pike, OH. They manage $223,244,657 in 544 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    223
    MILLION
  • Total Number of Accounts
    544
    ACCOUNTS
  • Average Account Value
    $410,376
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
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, FL, OH, TX

Financial Advisors at Private Harbour
Showing 1 - 2 of 2 top financial advisors.
1
James A. Blue
CRD#: 2703373
29525 Chagrin Blvd., #110, Pepper Pike, OH 44122
96
Wealthminder
score

James Blue (CRD# 2703373) is an Investment Advisor Representative working at Private Harbour in Pepper Pike, OH and has over 20 years of experience in the finance industry.

2
Geofrey J. Greenleaf
CRD#: 4347754
29525 Chagrin Blvd., #110, Pepper Pike, OH 44122
90
Wealthminder
score

Geofrey Greenleaf (CRD# 4347754) is an Investment Advisor Representative working at Private Harbour in Pepper Pike, OH and has 1 year of experience in the finance industry.

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