Michael
Gill-More

Harbour Investment Management L.L.C

CRD#3268408
Investment Advisor
in Edmonds, WA

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About this Advisor

Michael Gill-More is a financial advisor based in Edmonds, Washington, working with Harbour Investment Management L.L.C. Michael has previously held positions at Edge Asset Management, Paxjor Investments, and Harbour Investment Management. Michael has passed the Series 63 regulatory exam and is registered to provide services in Oregon and Washington. Currently, Michael is part of Harbour Investment Management L.L.C, which operates out of Edmonds, Washington. The firm has 1 office and 4 employees. The firm manages assets totaling $415.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Harbour Investment Management L.L.C includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

152 3Rd Ave S Suite 103B
Edmonds, WA 98020-8442

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Harbour Investment Management L.L.C Brokerage Details

Total Assets Under Management

$415,531,728

WA Average: $3,566,627,242
Total Number of Employees

4

WA Average: 46
Total Number of Accounts

548

WA Average: 1,499
Average Account Size

$758,270

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Michael Gill-More Work History

2023 - Present (2 years)

Harbour Investment Manangement

2020 - 2023 (3 years)

Paxjor Investments

2005 - 2020 (15 years)

Edge Asset Management

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Disclosures

Please visit the SEC profile of Michael Gill-More 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 Investment Management L.L.C

Aalok Shah
Edmonds, WA
Erika Berkenhoff
Edmonds, WA
Michael Gill-More
Edmonds, WA
Carrie Hepburn
Edmonds, WA
Hans Berkenhoff
Edmonds, WA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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