William
Herding
Harbour Investments, Inc
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About this Advisor
William Herding is a financial advisor who works out of Phoenix, Arizona with a total of 1 year of industry experience. Herding is an employee of Harbour Investments, Inc. Herding has gained experience at Asu, Open Text, Cable One, American Express, Camelback Wealth Consultants and Harbour Investments, Inc. Herding maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Arizona. Harbour Investments, Inc is a firm that has its headquarters in Madison, WI. The investment advisory business has offices in 160 locations and a total of 219 people on staff. It controls $5 billion in assets across its 28,573 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm serves 59 charitable organizations. Of its 28,573 customer accounts, just 3% belong to high-net-worth clients who have greater than $1 million in investable assets. The advisory firm provides a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees typically vary depending on the type of services offered. However, fee types charged by Harbour Investments, Inc most likely consist of any blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Harbour Investments, Inc Brokerage Details
$4,468,811,819
219
28,573
$156,400
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
William Herding Work History
William has been registered as a financial advisor for 1 years.*
Harbour Investments, Inc
Camelback Wealth Consultants
American Express
Cable One
Open Text
Asu
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Herding to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Harbour Investments, Inc
Milwaukee, WI
Edmonds, WA
Roscoe, IL
Edmonds, WA
Madison, WI
Kalamazoo, MI
Lake Mills, WI
Carnegie, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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