RIA Intel›Advisers›Illinois›HARBOUR FINANCIAL RESOURCES, LTD

HARBOUR FINANCIAL RESOURCES, LTD

Advisory

N·SKOKIE, IL

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM

$190M

1-Year AUM Growth

+10.0%

3-Year CAGR

+0.9%

Employees

2

Assets Under Management

Total AUM$190M

Discretionary AUM$0

Non-Discretionary AUM$190M

Discretionary %0%

Total Clients144

Team

Total Employees2

Investment Advisers3

Employee Growth (1Y)—

Filing History

Total Filings on Record27

First FilingApr 3, 2001

Latest FilingMar 30, 2026

🔒 Full AUM trend chart and 27 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on HARBOUR FINANCIAL RESOURCES, LTD

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.