BOSTON HARBOR WEALTH ADVISORS, LLC

BOSTON HARBOR WEALTH ADVISORS, LLC of ACTON, MA is an SEC-registered investment adviser (CRD 282486). Regulatory assets under management: $379.9M.

Registration

• CRD: 282486
• SEC file number: 801-108986
• Type: Registered investment adviser
• Location: 289 GREAT ROAD, SUITE 304, ACTON, MA, 01720
• Phone: (978) 767-8667
• Latest filing: 2018-06-14
• Regulatory AUM: $379.9M
• Discretionary AUM: $374.4M
• Non-discretionary AUM: $5.5M
• Clients: 32
• Accounts: 2,005

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 282486 on SEC IAPD (source of record)
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