Eagle Harbor Asset Management Inc (Seattle)

Name: Eagle Harbor Asset Management Inc
Address: 800 Fifth Avenue #4100, Seattle, WA, 98104
Telephone: 206-224-4101

Eagle Harbor Asset Management Inc is an adviser based in Seattle. It manages $77.2 million of regulatory assets for 105 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Washington.

Eagle Harbor Asset Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Eagle Harbor Asset Management: assets under management

The assets under management (AUM) of Eagle Harbor Asset Management Inc is $77.2 million. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $69.36 million in discretionary accounts and $7.84 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $666.96 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $7.84 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Eagle Harbor Asset Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Eagle Harbor Asset Management Inc

Andrew Patrick Loechl has been acting as President since 1 Jan 2009. Ufuk Ince joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Allen Byl	President	1 Apr 1999	50% - 75%	1308490
Andrew Patrick Loechl	Vice president	1 Aug 2000	50% - 75%	1990122
Raelene Jo Jeffery	Chief compliance officer	1 Oct 2004	Other	861662
Andrew Patrick Loechl	President	1 Jan 2009	75% - 100%	1990122
Ufuk Ince	Chief compliance officer	1 Feb 2016	Other	5933112

Based in Seattle

The principal office where Eagle Harbor Asset Management Inc performs its advisory services is located at 800 Fifth Avenue #4100, Seattle, WA 98104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 206-224-4101 or by fax 206-652-8353. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at ehaminc.com/.