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Eagle Harbor Asset Management, Inc.

Headquartered in BAINBRIDGE IS, WA

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Firm Information

Eagle Harbor Asset Management, Inc. is an investment advisor registered with the SEC. They manage approximately $139,621,353 in assets for 188 clients. They provide portfolio management for individuals and corporations. The firm has 3 investment adviser representatives and 2 investment advisory functions. They have a physical office in Seattle, Washington, and are available online at HTTP://EHAMINC.COM/.

Eagle Harbor Asset Management, Inc.

$139.62M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

EAGLE HARBOR ASSET MANAGEMENT, INC. has a total of 3 branch locations across the country.
location

BAINBRIDGE ISLAND, WA

location

SEATTLE, WA

location

BAINBRIDGE IS, WA

Advisors at Eagle Harbor Asset Management, Inc.

View All 3 Advisors
Unclaimed
Brian Richard McAuley

RA

BAINBRIDGE IS, WA

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Unclaimed
Eric Ernst Turloff

CFA®, RA

BAINBRIDGE ISLAND, WA

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Unclaimed
Andrew Patrick Loechl

CFA®, RA

SEATTLE, WA

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Disclosures

There are no public disclosures for Eagle Harbor Asset Management, Inc..

Frequently Asked Questions (8)

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