Managing Member - CCO · Private Harbour Investment Management & Counsel LLC.
James A. Blue
CRD 2703373 · Named on Form ADV at one SEC-registered adviser
At a glance
Private Harbour Investment Management & Counsel LLC., an SEC-registered wealth manager with $169 million in regulatory assets, lists James A. Blue on its Form ADV as Managing Member - CCO, a control person.
Firms and roles
- Private Harbour Investment Management & Counsel LLC.Managing Member - CCOWealth manager · United States · $169M in regulatory assets
AtlasMembers
James’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For James’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.