RIA Intel›Advisers›Washington›HARBOUR INVESTMENT MANAGEMENT L.L.C.

HARBOUR INVESTMENT MANAGEMENT L.L.C.

Advisory

N·EDMONDS, WA

Data as of Feb 17, 2026 · Source: SEC Form ADV

Total AUM

$382M

1-Year AUM Growth

—

3-Year CAGR

+1.2%

Employees

5

Assets Under Management

Total AUM$382M

Discretionary AUM$365M

Non-Discretionary AUM$17M

Discretionary %95.6%

Total Clients201

Team

Total Employees5

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record44

First FilingMar 5, 2001

Latest FilingFeb 17, 2026

🔒 Full AUM trend chart and 44 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 INVESTMENT MANAGEMENT L.L.C.

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