HARBOUR FINANCIAL RESOURCES, LTD
B61
CRD 110261·SEC 801-58020·SKOKIE, IL
AUM
$189.8M
$100M-$500M
Est. Revenue
$1.9M
@ 1% on AUM
Est. EBITDA
$569K
@ 30% margin
Est. Deal Value
$4.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $109.0M
'21 · $139.4M
'22 · $152.1M
'23 · $168.0M
'25 · $180.5M
'26 · $189.8M
'20'26
$109.0M → $189.8M▲ +74%
Operations
Advisory staff (5-yr trend)
'20 · 2 advisors
'21 · 2 advisors
'22 · 2 advisors
'23 · 2 advisors
'25 · 2 advisors
'26 · 2 advisors
'20'26
2 advisors → 2 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.