Private Harbour Investment Management & Counsel LLC

RIASEC RegisteredEst. 2008

Total AUM

$169M

Discretionary

$167M

99% of AUM

Avg account

$535K

Accounts

316

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 146928
Registered since: April 28, 2008
Website: www.privateharbour.com
Custodians: U. S. BANK, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI74.14%
Individuals19.02%
Pension & Profit Sharing Plans5.92%
Corporations / Businesses0.81%
Charitable Organizations0.1%
Services: Financial PlanningPortfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Private Harbour Investment Management & Counsel LLC is an independent, SEC-registered registered investment adviser formed in 2008 and organized as an LLC under individual ownership. The firm serves both high-net-worth individuals and families as well as institutional clients, charging fees based on a percentage of assets under management. Its advisory services center on financial planning, discretionary portfolio management for individuals and small businesses, and the publication of periodic investment commentary or newsletters. Private Harbour is not positioned as an allocator to in-house alternative funds and does not identify as an active ESG investor.