Harbour Investments, Inc.
● SEC registered since 1987CRD 19258SEC# 801-29185Madison, WI
Reg. AUM
$9.6B
Employees
232
Accounts
44,629
Location
Madison, WI
Harbour Investments, Inc. assets under management
Harbour Investments, Inc. operates as an SEC-registered investment adviser based in Madison, WI. The firm has been registered since 1987. It reports $9.6 billion in regulatory assets under management and employs 232 people.
Harbour Investments, Inc. owners & executives
9 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Michael Hager | President | Under 5% | 2020 |
| Daniel Thomas Wipperfurth | Vice President Of Advisor Development | Under 5% | 2020 |
| James Walter Dushek | Vice President Of Operations | Under 5% | 2020 |
See all 9 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Harbour Investments, Inc. manage?
Harbour Investments, Inc. reports $9.6 billion in regulatory assets under management on its Form ADV.
How many employees does Harbour Investments, Inc. have?
Harbour Investments, Inc. reports 232 employees.
Where is Harbour Investments, Inc. located?
Harbour Investments, Inc. is based in Madison, WI and has been SEC-registered since 1987.
Does Harbour Investments, Inc. disclose fund performance?
Harbour Investments, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 575 D'Onofrio Drive, Suite 300, Madison, WI 53719 |
| Phone | 608-662-6100 |
| Fax | 608-662-6101 |
| Office hours | 8:15a.m. - 4:45p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$9.6B▲ 57%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 9%
Larger than 91% of 16,271 advisers
EmployeesTop 3%
More than 97% of 16,825 advisers
Assets under management
$9.6Bregulatory AUM
Discretionary $7.62BNon-discretionary $1.98B