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Harbour Investments, Inc.
Madison, Wisconsin
5.0
1 Review
Harbour Investments, Inc. is a renowned regional investment advisory firm headquartered in Madison, WI, boasting an extensive network of 161 offices. With a team of 219 dedicated professionals, 194 of whom specialize in investment advisory services, Harbour Investments, Inc. provides expert financial guidance to a diverse client base. Their advisors, on average, manage an impressive $23,040,000 in assets under management, demonstrating their proficiency in wealth management.
The compensation structure at Harbour Investments, Inc. encompasses various models, including a percentage of assets under management, hourly charges, subscr...see more
Assets Under Mgmt
$4.47B
Investment Professionals
194
Locations
160
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Subscription Fees
- Fixed Fees
- Commissions
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Other Business Activities
- Broker-dealer (Registered or unregistered)
- Insurance broker or agent
Disclosures
- Do any of the events below involve you or any of your supervised persons?
- SEC or CFTC found with a false statement or omission
- SEC or CFTC violation of regulation or statutes
- SEC or CFTC entered an order against you in connection to investment related activities
- SEC or CFTC imposed civil money penalty or cease and desist from an activity
Reviews for Harbour Investments, Inc.
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