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Andrew Patrick Loechl

EAGLE HARBOR ASSET MANAGEMENT INC·SEATTLE, Washington
Series 3, Series 6, Series 7, Series 63Clean record26 years registeredEAGLE HARBOR ASSET MANAGEMENT INC
800 FIFTH AVENUE #4100, SEATTLE, WA 98104CRD# 1990122Firm CRD# 108089

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Andrew Patrick Loechl · SEATTLE, WA
Registration
CRD #1990122 · EAGLE HARBOR ASSET MANAGEMENT INC · 26 years registered
Brand Profile
Not yet started
01

Career History

TURLOFF FINANCIAL CONSULTING INC.
Mar 2011 – present
EAGLE HARBOR ASSET MANAGEMENT, INC.
Aug 2000 – present
02

Registrations & Exams

FINRA examinations passed
Series 3
Series 6
Series 7
Series 63
Registration record
First registered · August 9, 2000
Years registered · 26
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EAGLE HARBOR ASSET MANAGEMENT INC
CRD 108089 · SEC 801-121335
AUM
$131M
Regulatory assets under management
Employees
3
184 client accounts
Services offered by EAGLE HARBOR ASSET MANAGEMENT INC
Per Form ADV
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
View all advisors at EAGLE HARBOR ASSET MANAGEMENT INC →
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05

Frequently Asked Questions

What services does Andrew Patrick Loechl offer?
Andrew Patrick Loechl specializes in Investment Management, Fee-Only Advisory. Contact their office in SEATTLE, Washington for a consultation.
What are Andrew Patrick Loechl's credentials?
Andrew Patrick Loechl is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Patrick Loechl located?
Andrew Patrick Loechl is based in SEATTLE, Washington, working with EAGLE HARBOR ASSET MANAGEMENT INC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does Andrew Patrick Loechl charge for services?
Andrew Patrick Loechl'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 EAGLE HARBOR ASSET MANAGEMENT INC?
EAGLE HARBOR ASSET MANAGEMENT INC has approximately 3 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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