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 registered investment adviser organized as an LLC and operating since its 2008 SEC registration. The firm is owner-operated and manages portfolios for individuals, families and some institutional clients under a percentage-of-AUM fee model. Core advisory activities include comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and the publication of periodic commentary or newsletters. The firm does not identify as an ESG investor, is not a multi‑state adviser, and does not act as a capital allocator.