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Andrew Patrick Loechl

Eagle Harbor Asset Management, Inc.

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About Andrew Patrick Loechl

Andrew Loechl is a financial advisor with over 30 years of experience in the industry. He has held positions at several firms, including UBOC Investment Services, Inc., BanCal Investment Services, Inc., and CRT Services, Inc. Currently, Andrew works for two firms: Eagle Harbor Asset Management, Inc. and Turloff Financial Consulting Inc. He is registered as a Registered Agent in Washington. Andrew holds the Series 3, 6, and 7 licenses. He is a Chartered Financial Analyst. He focuses on providing portfolio management services for individuals.

Firm Information

Andrew Loechl is currently registered with Eagle Harbor Asset Management, Inc.. 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/.

$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.

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Andrew Loechl’s Registration & Firm History

WA

08/09/2000 - Present

Eagle Harbor Asset Management, Inc. (SEATTLE WA)

CA

04/01/1996 - 09/05/1996

UBOC INVESTMENT SERVICES, INC. (GLENDALE CA)

NA

04/27/1994 - 04/01/1996

BANCAL INVESTMENT SERVICES, INC.

NY

11/21/1989 - 03/23/1990

CRT SERVICES, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/10/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/25/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 02/26/1990

Series 3 - National Commodity Futures Examination

BC

Issued 11/18/1989

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Patrick Loechl.
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