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BOSTON HARBOR WEALTH ADVISORS, LLC
BOSTON HARBOR WEALTH ADVISORS, LLC
ACTON, Massachusetts
·
2 registered advisors
·
CRD# 282486
SEC# 801-108986
7
(978) 767-8667
01
Firm Overview
AUM
$380M
Regulatory assets under management
Employees
32
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at BOSTON HARBOR WEALTH ADVISORS, LLC
2 registered advisors
Matthew Alton Davis
ACTON, Massachusetts
CRD# 4667592
Ryan David Hendrickson
ACTON, Massachusetts
CRD# 5235332
05
Office Locations
ACTON, Massachusetts
2 advisors
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Data sourced from SEC Form ADV filings. BOSTON HARBOR WEALTH ADVISORS, LLC (CRD# 282486) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.