$189.8M Total AUM
$0 Disc. AUM
9.9% 3Y CAGR
3 Employees
124 ADV. Clients
28 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Signal timber
- Established Date
- 12-13-1997
- Office Locations
- 1
Office Locations
9933 Lawler Suite 500 Skokie IL
About Harbour Financial Resources, LTD
Harbour Financial Resources is a Skokie, IL advisory firm providing multi-generational financial planning and wealth management for families and business owners, plus employee benefits and HR consulting. The team coordinates with CFPs and retirement/insurance specialists and partners with CPAs and ERISA/estate attorneys for integrated planning. Portfolios commonly use mutual funds and ETFs, and the firm custodies with Charles Schwab.
Team overview
64 AVG AGE
$94.9M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
25.9 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
28yrs Firm Age
Insights
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Client Personas
Harbor unison
Custodian
Summit
Investment Themes
Value
Investment Vehicles
Eagle
Services
Capital capital Quantum oak Vertex frontier Fusion ridge Legacy Harbor Catalyst Signal
Technology
Foundation
Owner & Executives
R
ROBERT ALAN LEON
Chief Compliance Officer, President, Underwriter
- CRD
- #2104931
- Ownership
- 75% or more
(262) 781-7234
beacon.focus@atlascapital.com
in linkedin.com/in/optima-vital
Showing 1 of 1 owners & executives
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M
MICHAEL GUY VIECELI
Wealth Manager
- CRD
- #1436994
(460) 715-3991
prime.north@capitalcapital.com
in linkedin.com/in/fusion-fusion
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $189,816,445 | $524,355 |
| Total | $189,816,445 | $524,355 |
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Separately Managed Accounts
Total SMA Asset: $189,816,445
Equity - Exchange:
50.8% Public Funds:
32.0% Cash:
17.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,811,484,702 | 50.8% |
| Public Funds | $1,141,092,725 | 32.0% |
| Cash | $613,337,340 | 17.2% |
| Total | $3,565,914,767 | 100.0% |