Harbour Trust

Finance · Indiana, United States · 11-50 Employees

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Overview

Headquarters

1024 N Karwick Rd, Michigan City, Indian...

Phone Number

(219) 877-3500

Revenue

$6.2 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Harbour Trust

Harbour Trust Investment Management is a fiduciary firm based in Michigan City, IN, specializing in customized financial planning and asset management services. They offer a range of services including Individual Retirement Accounts (IRAs), investment management accounts, trust execution and administration, strategic asset allocation, and active asset management. The company is dedicated to building customer-focused relationships and is committed to acting in the best interest of their clients. Their target clients include individuals and families seeking personalized investment management and trust services to secure their financial future.Explore more
Harbour Trust's Social MediaPopular SearchesHarbour TrustHarbour Trust & Investment Management CoHarbour Trust & Investment ManagementHarbor Trust Wealth Management LLCHarbour Trust CoSIC Code 62,628NAICS Code 52,523Show more

Harbour Trust Org Chart

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Senior Vice President, Chief Financial Office...

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Vice President & Chief Investment Officer

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MH
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Vice President - Director of Tax

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Compare Similar Companies to Harbour Trust

Compare insights from companies similar to Harbour Trust, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Harbour Trust

$6.2M
11-50
Private
<$5M
1997
SZ
Shawna ZawadaSenior Vice President, Chief Financial Officer and Chief Operating Officer
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2005
BA
Blair ApplegateFiduciary Investment Advisor
<$5M
1-10
Private
-
2011
JS
John SuddethChief Information Officer
<$5M
1-10
Private
-
2009
Ben Strubel, President & Portfolio Manager at Strubel Investment Management
Ben StrubelPresident & Portfolio Manager
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Harbour Trust is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Harbour Trust is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Harbour Trust.

Harbour Trust financials insights

Gather financial insights about Harbour Trust, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$350K

See All Harbour Trust's Financials Insights

Harbour Trust Tech Stack

A closer look at the technologies used by Harbour Trust

Most Recent Scoops

Person-Based
New Hire
Executive Move
Funding
Harbour Trust has received an SBA PPP loan for $350,000-1 million from First Merchants Bank.
Funding
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Frequently Asked Questions Regarding Harbour Trust

What is Harbour Trust's official website?
Harbour Trust's official website is www.harbourtrust.com
What is Harbour Trust's Revenue?
Harbour Trust's revenue is $6.2 Million
What is Harbour Trust's SIC code?
Harbour Trust's SIC: 62,628
What is Harbour Trust's NAICS code?
Harbour Trust's NAICS: 52,523
How many employees does Harbour Trust have?
Harbour Trust has 11-50 employees
What industry does Harbour Trust belong to?
Harbour Trust is in the industry of: Finance, Securities Trading
What is Harbour Trust competition?
Harbour Trust top competitors include: Stockade Wealth Management, Naples Global Advisors, Eppolito Financial Strategies, Reynolds Wealth Management
What technology does Harbour Trust use?
Some of the popular technologies that Harbour Trust uses are: goo.gl, TradingView Website & Broker Solutions, Joomla, reCAPTCHA
Who is the CFO of Harbour Trust?
Harbour Trust's CFO is Shawna Zawada
How do I contact Harbour Trust?
Harbour Trust contact info: Phone number: (219) 877-3500 Website: www.harbourtrust.com
What does Harbour Trust do?

Harbour Trust Investment Management is a fiduciary firm based in Michigan City, IN, specializing in customized financial planning and asset management services. They offer a range of services including Individual Retirement Accounts (IRAs), investment management accounts, trust execution and administration, strategic asset allocation, and active as... set management. The company is dedicated to building customer-focused relationships and is committed to acting in the best interest of their clients. Their target clients include individuals and families seeking personalized investment management and trust services to secure their financial future.Read More

What are Harbour Trust social media links?
Harbour Trust Linkedin page Harbour Trust Facebook page
Is Harbour Trust a public company?
Harbour Trust is private company therefore does not currently have an official ticker symbol
See more information about Harbour Trust

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