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Erika Lynne Berkenhoff

Investment adviser representative at Harbour Investment Management L.L.C.
20 yearsExperience
3 statesRegistered in
CFADesignation
$381.6MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

20 years in the industry.

  1. Harbour Investment Management L.L.C.Jul 2006 to now

Designations

  • CFA

Exams passed

  • Series 63 · Uniform Securities Agent State Law1996

State registrations

Registered as an investment adviser representative in 3 states (OR, TX, WA).

Harbour Investment Management L.L.C.

$381.6MAssets managed
183Clients
3Advisers
35 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2681179
Firm CRD
111166
Advisor's SEC record (opens in a new tab)
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