Harbour Investments, Inc.

Broker-DealerFINRA MemberEst. 1987
Total AUM
$9.6B
Discretionary
$7.6B
79% of AUM
Accounts
44,629
Employees
232
Advisory reps
297
Brokerage reps
232

Firm details

Headquarters
Madison, Wisconsin
CRD number
19258
Registered since
April 10, 1987
Website
harbourinv.com
Fee structure
Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Commissions
Client types
  • Individuals69.28%
  • HNWI27.04%
  • Charitable Organizations1.31%
  • State / Municipal Government1.12%
  • Pension & Profit Sharing Plans0.74%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Harbour Investments, Inc. is a corporation operating as an independent broker-dealer and insurance broker that has been SEC-registered since 1987. The firm is individually owned and positions itself as a capital allocator that serves both individual & family clients and institutional accounts. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of external advisers. Compensation mixes across the business: percentage-of-AUM fees sit alongside hourly, subscription, fixed-fee arrangements and traditional commissions. Harbour does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 67%, Public Funds/Mutual Funds 21%, Cash & Cash Equivalents 8%, Investment Grade Corp Bonds 2%, Other 2%67%
  • Exchange Traded Equities67%
  • Public Funds/Mutual Funds21%
  • Cash & Cash Equivalents8%
  • Investment Grade Corp Bonds2%
  • Other2%

Owners & executives

3 of 8
  • Kyle Kopitzke

    Kyle Kopitzke

    Relationship CoordinatorCRD 5675560

  • Michael Dreyer

    Michael Dreyer

    CEO, AdvisorCRD 5820661

  • Denise Jaehnke

    Denise Jaehnke

    President and Chief Executive OfficerCRD 4067150

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Contacts

3 of 289
  • Christopher Yard

    Christopher Yard

    OwnerCRD 5685162

  • Tyler Braun

    Tyler Braun

    Financial AdvisorCRD 5685296

  • Eric Sale

    Eric Sale

    Financial PlannerCRD 5720093

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 2,464

Active vs passive

$7.4B in ETFs

Passive

60%

$4.4B

Active

33%

$3B

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$285M414,9943.87%
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Location

Primary office

Madison, WI

Dane

Location

Madison, WI

Headquartered in Madison, WI, anchoring the Madison-Janesville-Beloit, WI metro in the Midwest.

Metro area
Madison-Janesville-Beloit, WI
Region
Midwest
County
Dane
Address
575 Donofrio Dr
Time zone
CT (UTC-6)
Office locations

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