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STAGE HARBOR FINANCIAL

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

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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

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

Firm CRD#:

289725

SEC#:

801-112359

No. of Clients:

1242

Assets under Management

$876,599,462

No. of Advisors:

9

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