STAGE HARBOR FINANCIAL

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

About STAGE HARBOR FINANCIAL

STAGE HARBOR FINANCIAL, formally registered with the SEC as STAGE HARBOR FINANCIAL. The firm was established in 05/08/2018. They have over 1 offices throughout the country.

STAGE HARBOR FINANCIAL is a Westwood, Massachusetts based Financial Planning firm with nearly $876,599,462 assets under management, offering retirement planning & investment advisory services to 1242 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289725
SEC#	801-112359
Assets Managed by Firm	$876,599,462
No. of Clients	1242
No. of Advisors	9

Fee Structure

A percentage of AUM
Fixed fees

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

Firm Client Information

	No. of Clients	AUM
Firm Total	1242	$876,599,462
Individuals (other than high net worth individuals)	122	$44,108,698
High net worth individuals	191	$831,816,581
Corporations or other businesses	Fewer than 5 clients	$674,183

More Retirement Planning firms in Westwood, Massachusetts:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 245 Summer Street Boston, MA, 02210	$3,964,385,404,654	31349	1264
WELLINGTON MANAGEMENT COMPANY LLP 280 Congress Street Boston, MA, 02210	$1,282,732,502,947	1559	2021
GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
STRATEGIC ADVISERS LLC 155 Seaport Blvd Boston, MA, 02210-2698	$824,740,096,815	1965880	269

Explore More Retirement Advisors in Westwood, Massachusetts

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.