HARBOUR POINTE FINANCIAL ADVISORS, LLC
CRD #125280 SEC #801-62037 MUKILTEO, WA 425-493-6788
SEC Registered
Total AUM
$58.1M
Discretionary
$58.1M
Employees
5
Clients
51
Accounts
214
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 2, 2007
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| EICHENBERGER, WILLIAM, LEE | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| EICHENBERGER, WILLIAM, LEE | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| EICHENBERGER, WILLIAM, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| EICHENBERGER, WILLIAM, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
| EICHENBERGER, WILLIAM, LEE | I | OWNER/CHIEF COMPLIANCE OFFICER | E | Control |
| EICHENBERGER, WILLIAM, LEE | I | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 2, 2007 REGISTERED
Notice Filings (1)
WA
Address
12199 VILLAGE CENTER PLACESUITE 201
MUKILTEO, WA 98275
USA
Phone: 425-493-6788