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Marble Harbor Investment Counsel, LLC

Marble Harbor Investment Counsel, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Holdings

ETF Holdings

Name Assets
ETFS Physical Swiss Gold Shares $1,273,000

    Assets

    Assets

    Last updated on June 13, 2019
      • $681.2M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 408
        Accounts
      • $1.7M
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    3

    name start date
    Paul Robert Davis
    January 2006
    Patrick Eric Robb
    January 2008
    Lawrence Joseph Harrington
    April 2006

      Affiliated Investment Advisors and Broker Dealers

      Name Type Total Assets
      Mhic Venture Manager, LLC -- --

        Leadership

        Ownership

        There is no ownership data available to display at this time.

        Executives and Control Persons

        Name Title Tenure Date % Ownership
        Paul Robert Davis Managing Member And Chief Investment Officer December, 2005 50% to 75%
        Daniel Joseph Rosenblatt Member January, 2007 10% to 25%
        Charlotte Tillman Deyesso Member April, 2014 5% to 10%
        Suzanne Cashman Coleman Member January, 2007 5% to 10%
        Leslie Ann Meinhart Chief Compliance Officer January, 2016 less than 5%
          Source: SEC

          Fees

          Types of Compensation Arrangements

          • Percentage Of Assets
          • Fixed Fees
          • Performance-Based Fees