Bank / Wealth / TrustRIA · CRD 108089SEC-Registered

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Eagle Harbor Asset Management

Eagle Harbor Asset Management was founded in 1999. It operates as a US wealth manager serving individuals and institutions. The firm offers investment advisory...

Eagle Harbor Asset Management logo

Eagle Harbor Asset Management

Eagle Harbor Asset Management was founded in 1999. It operates as a US wealth manager serving individuals and institutions. The firm offers investment advisory services, financial advisory, wealth management, investment management, portfolio management, trust and estate planning, and succession planning. These services reach high-net-worth individuals, trusts, families, and corporations across the United States. No recent operational events from the last 24 months appear in available records. Team size and additional offices remain undisclosed. The firm follows a standard wealth-management structure without disclosed hybrid vehicles or external fund commitments.

General information

Firm type

Wealth Manager

Year founded

1999

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Seattle

Corporate office

Seattle, United States

Frequently asked questions

What services does Eagle Harbor Asset Management provide?

The firm provides investment advisory, portfolio management, trust and estate planning, and succession planning to individuals, families, trusts, and corporations.

Where is Eagle Harbor Asset Management based?

It is headquartered in Seattle, United States.

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