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Andrew Patrick Loechl

Investment Adviser Representative at EAGLE HARBOR ASSET MANAGEMENT, INC.

Seattle, WACRD #1990122Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
States Registered
1 states
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Andrew Patrick Loechl has worked in the securities industry since 2000. They are registered to provide investment advisory services in Washington.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Washington
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 5/10/1994
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 4/25/1994
Series 3
National Commodity Futures Examination
Passed 2/26/1990
Series 7
General Securities Representative Examination
Passed 11/18/1989

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $2,000,0001.00%
Next $1,000,0000.75%
Balance over $3,000,0000.50%
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Eagle Harbor Asset Management, Inc. Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

TURLOFF FINANCIAL CONSULTING INC.Current
3/21/2011Seattle, WA
EAGLE HARBOR ASSET MANAGEMENT, INC.Current
8/9/2000Seattle, WA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at EAGLE HARBOR ASSET MANAGEMENT, INC.

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View EAGLE HARBOR ASSET MANAGEMENT, INC. firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew Patrick Loechl has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Andrew Patrick Loechl - Financial Advisor in Seattle, WA | AdvisorFinder