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Harbour Investments, Inc.

● SEC registered since 1987CRD 19258SEC# 801-29185Madison, WI
Export (members)
Reg. AUM
$7.57B
Employees
231
Accounts
38,692
Location
Madison, WI

Harbour Investments, Inc. assets under management

Harbour Investments, Inc. operates as an SEC-registered investment adviser based in Madison, WI. The firm has been registered since 1987. It reports $7.6 billion in regulatory assets under management and employs 231 people.
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Harbour Investments, Inc. owners & executives

8 reported
NameTitleOwnershipSince
Aaron Michael HagerPresidentUnder 5%2020
Daniel Thomas WipperfurthVice President Of Advisor DevelopmentUnder 5%2020
James Walter DushekVice President Of OperationsUnder 5%2020
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Frequently asked questions

How much does Harbour Investments, Inc. manage?

Harbour Investments, Inc. reports $7.6 billion in regulatory assets under management on its Form ADV.

How many employees does Harbour Investments, Inc. have?

Harbour Investments, Inc. reports 231 employees.

Where is Harbour Investments, Inc. located?

Harbour Investments, Inc. is based in Madison, WI and has been SEC-registered since 1987.

Does Harbour Investments, Inc. disclose fund performance?

Harbour Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address575 D'Onofrio Drive, Suite 300, Madison, WI 53719
Phone608-662-6100
Fax608-662-6101
Office hours8:15a.m. - 4:45p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$4.87B
Non-discretionary$2.7B
Total (RAUM)$7.57B