Harbour Investment Management L.L.C. is an SEC registered investment adviser organized as a limited liability company with a primary office location in Edmonds, WA. Its latest Form ADV filing, dated March 10, 2026, reports $382M in regulatory assets under management, 6 employees, 1 office, and 493 accounts.
Assets Under Management
$382M
Employees
6
Offices
1 office
Total Clients
183
Primary office
EDMONDS, WA
152 3RD AVE S, SUITE 103B, EDMONDS, WA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 54.1% of total clients.
Top client categories% of clientsClients
1
Individuals
54.1%
99
2
HNWI
42.6%
78
3
Charitable
3.3%
6
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$382Mas of March 10, 2026
Discretionary95.6%
$365M
96% of total RAUM95.6%
Non-discretionary4.4%
$17M
4% of total RAUM4.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$382M
Total Accounts493
10Y AUM Change+$129M (+51.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee31:1
10Y Employee Change+2 (+50.0%)
* 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.