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Harbour Investments
MADISON, WI
CRD: 19258
In network coverage since August 25, 2026 · 5 stories
$9.6BRegulatory AUMSEC Form ADV · Oct 17
232EmployeesForm ADV
-2Talent net · 12 months0 in · 2 out
Regulatory AUM · Aug 29 – Oct 17
Observed recruiting events · 12 monthsOn the wire →
Net -2 · 0 incoming events · 2 outgoing events
Arrivals
None tracked.
Departures
Preferred Financial Group
Aug 25 · to LPL Financial
Preferred Financial Group
Sep 9 · to LPL Financial
Network coverage
Data
UBS logs 91 events in past 30 days; LPL second with 83
Advisor moves hit 1,376 for the period; UBS's 91 events were about 12% of the 742 logged across the 12 busiest firms.