Harbour Investments is an investment advisor in Madison with $4.47 bn assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
391571149
SEC advisor number
801-29185
FINRA CRD number
19258
AUM ?
$6.10 bn
(as of 23 Apr 24)
Accounts
33,564
(as of 23 Apr 24)
Employees
228
(206 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Feb 24
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
15 Aug 23
13F-HR
Quarterly holdings report by institutional manager
15 May 23
13F-HR
Quarterly holdings report by institutional manager
15 Feb 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21
13F-HR/A
Quarterly holdings report by institutional manager (amended)
17 Aug 21