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Building 2STAGE HARBOR FINANCIAL

Map pinWESTWOOD, MA
Phone(781) 934-3130
NotebookSEC #801-112359
Total AUM
$1.1B
Employees
11
Clients
349

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 LOWDER BROOK DRIVE
SUITE #2500
WESTWOOD
MA 02090
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
(781) 934-3130

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,435
Discretionary
$1.1B
Accounts
1,435
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
127
AUM
$52.2M
HNW Individual Clients
221
AUM
$1B
Corporation or Business Clients
1
AUM
$676.1K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLGALAMAMENHNJNYRITX

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

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