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Aalok Kirit Shah

HARBOUR INVESTMENT MANAGEMENT L.L.C.·EDMONDS, Washington
Clean recordHARBOUR INVESTMENT MANAGEMENT L.L.C.
152 3RD AVE S, EDMONDS, WA 98020-8442CRD# 3244464Firm CRD# 111166

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Aalok Kirit Shah · EDMONDS, WA
Registration
CRD #3244464 · HARBOUR INVESTMENT MANAGEMENT L.L.C.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Aalok Kirit Shah is a registered financial advisor based in EDMONDS, Washington, affiliated with HARBOUR INVESTMENT MANAGEMENT L.L.C.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
HARBOUR INVESTMENT MANAGEMENT L.L.C.
HARBOUR INVESTMENT MANAGEMENT L.L.C.
AUM
$416M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at HARBOUR INVESTMENT MANAGEMENT L.L.C. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3244464
Firm CRD# 111166
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Aalok Kirit Shah offer?
Aalok Kirit Shah specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EDMONDS, Washington for a consultation.
What are Aalok Kirit Shah's credentials?
Aalok Kirit Shah is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aalok Kirit Shah located?
Aalok Kirit Shah is based in EDMONDS, Washington, working with HARBOUR INVESTMENT MANAGEMENT L.L.C.. Their office serves clients in the EDMONDS metropolitan area and surrounding communities.
How does Aalok Kirit Shah charge for services?
Aalok Kirit Shah's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HARBOUR INVESTMENT MANAGEMENT L.L.C.?
HARBOUR INVESTMENT MANAGEMENT L.L.C. has approximately 4 employees and manages $416M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at HARBOUR INVESTMENT MANAGEMENT L.L.C.

Erika Lynne Berkenhoff
EDMONDS, WA
Evan Arthur Hill
EDMONDS, WA
Hans Dieter Berkenhoff
EDMONDS, WA

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