Bank / Wealth / TrustRIA · CRD 110261SEC-Registered

Updated:

Harbour Financial Resources

Harbour Financial is a firm of Independent Financial Advisers specialising in advice on investment strategies, pension planning, tax planning strategies,...

Harbour Financial Resources logo

Harbour Financial Resources

Harbour Financial is a firm of Independent Financial Advisers specialising in advice on investment strategies, pension planning, tax planning strategies, estate planning, mortgages, life and health insurance, and home insurance. Established in 2000, it is a provider of independent financial advice based in Essex. The firm works in partnership with clients and other professional advisers such as solicitors and accountants to meet financial aspirations and provide long-term ongoing assistance.

General information

Firm type

Bank / Wealth / Trust

Year founded

2000

Location

Region

North America

Country

United States

City

Skokie

Corporate office

Skokie, IL, United States

Principals

David Styles

Sarah

Frequently asked questions

What is Harbour Financial Resources' investment focus?

Harbour Financial Resources identifies as a wealth manager and asset owner. Specific investment focuses — such as direct private equity, fund commitments, real assets, or liquid portfolios — are not disclosed in public record. Without a website or regulatory filing that details strategy, the practical portfolio composition remains unverifiable.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More Skokie Bank / Wealth / Trust profiles