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Building 2BOSTON HARBOR WEALTH ADVISORS, LLC

Map pinACTON, MA
Phone(978) 767-8667
NotebookSEC #801-108986
Total AUM
$379.9M
Employees
32
Clients
1,024

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
289 GREAT ROAD
SUITE 304
ACTON
MA 01720
United States
Operating Hours
9AM -5PM EST
Monday - Friday
Phone
(978) 767-8667
Other Offices
7

ReceiptFinancials

Total AUM
$379.9M
Accounts
2,005
Discretionary
$374.4M
Accounts
1,900
Non-Discretionary
$5.5M
Accounts
105

ContactClients

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Individual Clients
937
AUM
$222.1M
HNW Individual Clients
77
AUM
$149.1M
Pension/Profit Sharing Plan Clients
2
AUM
$4.9M
Charitable Organization Clients
3
AUM
$1.6M
Government Entity Clients
1
AUM
$530.4K
Corporation or Business Clients
4
AUM
$1.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLMAMENCNHNYPARITXVAVT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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