Harbour Pointe Financial Advisors, LLC is a large advisory firm based in Mukilteo. It manages $54.09 million of regulatory assets for 198 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Washington.
Harbour Pointe Financial Advisors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Harbour Pointe Financial Advisors, LLC is $54.09 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 49% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Harbour Pointe Financial Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Harbour Pointe Financial Advisors, LLC performs its advisory services is located at 12199 Village Center Place, Mukilteo, WA 98275, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 425-493-6788 or by fax 425-493-2940. The normal business hours are by appointment on Other.