AdvisorOS Directory
Claim Profile
Unclaimed Profile
JB

James Alan Blue

PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.·SOLON, Ohio
Series 2, Series 65Clean record24 years registeredPRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.
6240 SOM CENTER RD.,SUITE 120, SOLON, OH 44139CRD# 2703373Firm CRD# 146928

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Alan Blue · SOLON, OH
Registration
CRD #2703373 · PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC. · 24 years registered
Brand Profile
Not yet started
01

Career History

PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.
Oct 2008 – present
GREENLEAF CAPITAL MANAGEMENT CORP.
Feb 2002 – Aug 2008
SHAKER HEIGHTS, OH
02

Registrations & Exams

FINRA examinations passed
Series 2
Series 65
Registration record
First registered · February 27, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.
CRD 146928 · SEC 801-69044
AUM
$172M
Regulatory assets under management
Employees
1
378 client accounts
Services offered by PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Market timing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC. →
Introduction

Speak with James

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if James is the right fit? Take our 2-minute quiz →

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
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 at PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.

Geofrey John Greenleaf
PEPPER PIKE, OH

More Advisors in SOLON, Ohio

Sunwook Jin
REDWOOD FINANCIAL NETWORK CORP.·SOLON, OH
CFP
William John Gordon
REDWOOD FINANCIAL NETWORK CORP.·SOLON, OH
Russell Byron Howard
REDWOOD FINANCIAL NETWORK CORP.·SOLON, OH
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Ohio
CINCINNATI (430)COLUMBUS (229)CLEVELAND (169)BEACHWOOD (76)DUBLIN (50)AKRON (50)DAYTON (34)INDEPENDENCE (30)WESTLAKE (28)NEW ALBANY (24)
City Guides
CINCINNATI GuideCOLUMBUS GuideCLEVELAND GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
Request removal of this profile