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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail and Institutional
- Platforms
- VectorCatalyst matrix +more
- Established Date
- 07-08-1999
- Office Locations
- 3
Office Locations
About Eagle Harbor Asset Management, Inc.
Eagle Harbor Asset Management is a Washington-based RIA serving retail and institutional clients, with a focus on entrepreneurs. The firm provides discretionary asset management, asset allocation and portfolio construction, plus planning support including tax and estate planning, retirement plans, and insurance. Portfolios are implemented primarily with ETFs and include fixed income and SRI approaches; custody includes Charles Schwab.
Team overview
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Owner & Executives
ANDREW PATRICK LOECHL
Director, President
- CRD
- #1990122
- Ownership
- 75% or more
BRIAN RICHARD MCAULEY
Chief Compliance Officer, Investment Advisor
- CRD
- #4937688
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
ERIC ERNST TURLOFF
Chief Compliance Officer, President
- CRD
- #4476538
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $160,927,748 | $792,748 |
| Non-Discretionary | $0 | -- |
| Total | $160,927,748 | $792,748 |
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Separately Managed Accounts
Total SMA Asset: $160,927,748
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,098,823,922 | 25.5% |
| Other | $900,604,705 | 20.9% |
| Cash | $624,821,446 | 14.5% |
| Municipal Bonds | $771,331,302 | 17.9% |
| U.S. Government/Agency | $913,532,044 | 21.2% |
| Total | $4,309,113,419 | 100.0% |