PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.

3 registered advisors·CRD# 146928
SEC# 801-690440216-292-5700
01

Firm Overview

AUM
$172M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Market timing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC.

3 registered advisors
Geofrey John Greenleaf
PEPPER PIKE, Ohio
James Alan Blue
SOLON, Ohio
Mary Anne Vilyus
PEPPER PIKE, Ohio
05

Office Locations

PEPPER PIKE, Ohio
2 advisors
SOLON, Ohio
1 advisor

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Data sourced from SEC Form ADV filings. PRIVATE HARBOUR INVESTMENT MANAGEMENT & COUNSEL LLC. (CRD# 146928) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.