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Private Harbour Investment Management & Counsel LLC.
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Solon, Ohio
$175.9 million AUM
1 office

Private Harbour Investment Management & Counsel LLC. is based in Solon, Ohio and has $175.9 million in assets under management.

Location
6240 Som Center Rd.,Suite 120
Solon, OH 44139
Contact
$175.9 million
AUM
2
Employees
AUM Share
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$175,853,030
Assets under management
410 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 114 $35,350,366 20% $310,091
High net worth individuals 65 $116,704,962 66% $1,795,461
Pension and profit sharing plans 6 $14,862,242 8% $2,477,040
Charitable organizations 4 $403,867 0% $100,967
Other corporations or businesses 8 $8,531,593 5% $1,066,449
Employees Share
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2
Employees
2
Investment analysts
100% of total employees
AUM per employee Share
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$175,853,030
Assets under management
$87,926,515
AUM per employee
$87,926,515
AUM per investment analyst
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Compensation

Private Harbour Investment Management & Counsel LLC. makes money through the following ways:

  • Percentage of AUM
Services offered

Private Harbour Investment Management & Counsel LLC. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Firm data Share
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CRD number 146,928
SEC number 801-69044
Legal structure Limited Liability Company
Legal governance Ohio, United States
Latest ADV filing date March 30, 2020

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