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Alvin Dohyun Kwak

Investment adviser representative at Harbour Investment Management L.L.C.
11 yearsExperience
1 stateRegistered in
$381.6MFirm assets
35 yearsFirm in business

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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

11 years in the industry.

  1. Harbour Investment Management L.L.C.Mar 2025 to now
  2. UnemployedMay 2024 to Mar 2025
  3. Mazo Capital SolutionFeb 2021 to Sep 2021
  4. District 2 CapitalAug 2020 to Jan 2021
  5. Sparrow VisionJun 2020 to Aug 2020
  6. Columbia UniversitySep 2019 to May 2024
  7. Oki GolfJun 2016 to Aug 2022
  8. Kamiak High SchoolSep 2015 to May 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (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
8069669
Firm CRD
111166
Advisor's SEC record (opens in a new tab)
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