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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-10-1987
- Office Locations
- 142
Office Locations
About Harbour Investments, Inc.
Harbour Investments, Inc. is a Wisconsin-based RIA serving a network of 240+ investment advisors across 16 states. The firm supports advisors and end clients with asset management, financial planning and portfolio construction, including retirement and estate planning and insurance solutions. Investment implementation emphasizes ETFs and public funds with an asset-allocation and risk-management orientation. Works with major custodians including Schwab and Pershing.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
NICK WILLIAM SONDEL
Advisor, Chief Executive Officer
- CRD
- #1261064
- Ownership
- 75% or more
SCOTT OWEN CONWELL
Chief Compliance Officer
- CRD
- #4238913
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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Carlene Abraham
Financial Advisor
- CRD
- #7766396
PAMELA KAY AHLERS
Advisor
- CRD
- #1593463
Showing 2 of 300 contacts
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,618,548,062 | $218,215 |
| Non-Discretionary | $1,980,554,626 | $203,845 |
| Total | $9,599,102,688 | $215,087 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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