AdvisorOS Directory
Claim Profile
JB

James Alan Blue

PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.·SOLON, Ohio
Unclaimed Profile
6240 SOM CENTER RD.,SUITE 120, SOLON, OH 44139CRD# 2703373Firm CRD# 146928
01

About

James Alan Blue is a registered financial advisor based in SOLON, Ohio, affiliated with PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.
PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.
AUM
$172M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC. →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2703373
Firm CRD# 146928
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SOLON?

Browse all registered financial advisors in SOLON, Ohio or claim this profile if it's yours.

Browse SOLON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does James Alan Blue offer?
James Alan Blue specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SOLON, Ohio for a consultation.
What are James Alan Blue's credentials?
James Alan Blue is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Alan Blue located?
James Alan Blue is based in SOLON, Ohio, working with PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.. Their office serves clients in the SOLON metropolitan area and surrounding communities.
How does James Alan Blue charge for services?
James Alan Blue's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.?
PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC. has approximately 1 employees and manages $172M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SOLON
William John Gordon — REDWOOD FINANCIAL NETWORK CORP.Sunwook Jin — REDWOOD FINANCIAL NETWORK CORP.Russell Byron Howard — REDWOOD FINANCIAL NETWORK CORP.
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile