Overview
Assets Under Management: $380 million
Headquarters: ACTON, MA
High-Net-Worth Clients: 77
Average Client Assets: $1.9 million
Frequently Asked Questions
BOSTON HARBOR WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #282486), BOSTON HARBOR WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
BOSTON HARBOR WEALTH ADVISORS, LLC is headquartered in ACTON, MA.
BOSTON HARBOR WEALTH ADVISORS, LLC serves 77 high-net-worth clients according to their SEC filing dated April 13, 2018. View client details ↓
According to their SEC Form ADV, BOSTON HARBOR WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
BOSTON HARBOR WEALTH ADVISORS, LLC manages $380 million in client assets according to their SEC filing dated April 13, 2018.
According to their SEC Form ADV, BOSTON HARBOR WEALTH ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.26%
Average Client Assets: $1.9 million
Total Client Accounts: 2,005
Discretionary Accounts: 1,900
Non-Discretionary Accounts: 105
Regulatory Filings
CRD Number: 282486
Filing ID: 1209165
Last Filing Date: 2018-04-13 10:11:00