STAGE HARBOR FINANCIAL - Financial Advisor in Massachusetts, Westwood

Tel: (781) 934-3130 100 Lowder Brook Drive Suite #2500 Westwood, Massachusetts 02090

About STAGE HARBOR FINANCIAL

STAGE HARBOR FINANCIAL is a Westwood, Massachusetts based financial advisory firm with nearly $876,599,462 in assets under management and provides investment advisory services for 1242 clients. There are currently 9 financial advisors at the firm.

General Information

Firm CRD#:

289725

Firm SEC#:

801-112359

Assets Under Management:

$876,599,462

No. of Clients:

1242

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

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