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Harbour Investments, Inc. CRD 19258
$9.60B regulatory AUM 3,203 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
575 D'ONofrio Drive Suite 300, Madison, WI 53719 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2016-08-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbour Investments, Inc | Madison | WI | 11/2012 | Present |
1)Catanzarite Financial Services, Inc. - DBA 2)Independent Insurance Agent, which may include selling Fixed Index Annuities, as well as other lines of insurance through various insurance carriers 3)Catanzariti, LLC. | 57065 Lone Oak Ct, South Bend, IN 46619 | 50% Owner/ Managing Partner | Description: Manage real estate holdings | Beginning 6/2013 | 1 hour per month, 1 hour during trading hours | Unpaid | Not investment related 4)Holy Catholic Parish | 56407 Mayflower Road, South Bend, IN 46619 | Marketing Campaign Chairman | Description: Work with the parish Priest, other directors and parishioners to raise money for the church | Beginning 7/2025 | 6 hours per month, 0 during trading hours | Unpaid | Not investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-06 |
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