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CRD#: 338604
RIA

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Where the Statistical Data for HARBOUR25 MANAGEMENT SERVICES, L.L.C. Comes From

Understanding the Statistics for HARBOUR25 MANAGEMENT SERVICES, L.L.C. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
Total
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
Paradise Valley, AZ
Phone Number
(631) 800-4067
Related websites
https://www.harbour25.vc/
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Latest Form ADV

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
No Information

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Advisor's working at HARBOUR25 MANAGEMENT SERVICES, L.L.C.

BP
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Brett Andrew Phillips

Brett A Phillips
IAR
RR
CRD#: 2844908
Location:
Dallas, TX 75254

Registered Affiliation(s):VOYA FINANCIAL ADVISORS, INC.

Disclosures:
Experience:
15 years
David E Carrow
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David E Carrow

IAR
RR
CRD#: 2003295
ChFC®: Chartered Financial Consultant
Location:
Rochester, MN 55901

Registered Affiliation(s):AMERIPRISE FINANCIAL SERVICES, LLC

Disclosures:
Experience:
36 years
Vincent Charles Renaut
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Vincent Charles Renaut

Vincent Renaut
IAR
CRD#: 7266754
CFP®: Certified Financial Planner
Location:
Plymouth, MA 02660

Registered Affiliation(s):PIER 42 ADVISORS

Disclosures:
Experience:
6 years
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