Harbour Financial Resources, Ltd is an SEC registered investment adviser organized as a corporation with a primary office location in Skokie, IL. Its latest Form ADV filing, dated March 30, 2026, reports $190M in regulatory assets under management, 3 employees, and 362 accounts.
Assets Under Management
$190M
Employees
3
Offices
--
Total Clients
124
Primary office
SKOKIE, IL
9933 LAWLER AVE., SUITE 500, SKOKIE, IL, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 46.8% of total clients.
Top client categories% of clientsClients
1
Individuals
46.8%
58
2
HNWI
43.5%
54
3
Pension Plans
9.7%
12
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$190Mas of March 30, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$190M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$190M
Total Accounts362
10Y AUM Change+$39M (+25.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee41:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.