Eagle Harbor Asset Management Inc is an adviser based in Seattle. It manages $77.2 million of regulatory assets for 105 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Washington.
Eagle Harbor Asset Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Eagle Harbor Asset Management Inc is $77.2 million. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Eagle Harbor Asset Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Andrew Patrick Loechl has been acting as President since 1 Jan 2009. Ufuk Ince joined the executive team most recently as the Chief Compliance Officer.
The principal office where Eagle Harbor Asset Management Inc performs its advisory services is located at 800 Fifth Avenue #4100, Seattle, WA 98104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 206-224-4101 or by fax 206-652-8353. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at ehaminc.com/.