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Private Harbour Investment Management & Counsel Llc.
Solon, Ohio
Private Harbour Investment Management & Counsel LLC. is a small investment advisory firm located in Solon, OH. With over 100 individual clients and $164,839,000 in assets under management, they specialize in providing personalized financial solutions. Their client base mainly consists of high net worth individuals, with discretionary management accounting for 99% of the assets they oversee. While 401K and individual accounts make up less than 30% of their assets, the firm is fully equipped to handle employer funds as well.
With one office in Solon, Private Harbour Investment Management & Counsel LLC. is committed to delivering co...see more
Assets Under Mgmt
$164.84M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Reviews for Private Harbour Investment Management & Counsel Llc.
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