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Brian Richard McAuley

Eagle Harbor Asset Management, Inc.

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About Brian Richard McAuley

Brian McAuley is an investment advisor representative with Eagle Harbor Asset Management, Inc. and Sitka Pacific Capital Management, LLC. Brian holds the Series 65 license. Brian has been in the industry since April 2005. Brian is registered with the state of California and Washington. Brian is registered with Eagle Harbor Asset Management, Inc. since August 2023 and with Sitka Pacific Capital Management, LLC since April 2015.

Firm Information

Brian McAuley 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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Brian McAuley’s Registration & Firm History

WA

08/17/2023 - Present

Eagle Harbor Asset Management, Inc. (BAINBRIDGE IS WA)

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Licenses & Designations

IA

Issued 02/26/2005

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brian Richard McAuley.
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