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PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.
CRD 146928 · SEC 801-69044
OH, United States
Phone
216-292-5700
Fax
216-292-5719
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$169.2M
Discretionary AUM
$166.8M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 86 | $32.2M |
| High net worth individuals | 49 | $125.5M |
| Pension/profit sharing plans | 2 | $10.0M |
| Charitable organizations | 2 | $161K |
| Corporations/business entities | 2 | $1.4M |
States served
OH, VA, TX, FL
Official SEC filing: View on IAPD