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
VANGUARD GROUP INC 100 Vanguard Blvd, V26 Malvern, PA, 19355	$7,909,760,294,676	209	980
FEDERATED INVESTMENT MANAGEMENT COMPANY 1001 Liberty Avenue Pittsburgh, PA, 15222-3779	$501,645,588,245	80	101
VANGUARD GLOBAL ADVISERS, LLC 100 Vanguard Boulevard Malvern, PA, 19355	$432,749,681,046	153	262
VANGUARD ADVISERS, INC. 100 Vanguard Blvd Malvern, PA, 19355	$333,066,527,268	804462	2107
SEI INVESTMENTS MANAGEMENT CORP One Freedom Valley Drive Oaks, PA, 19456	$194,796,322,013	93301	411

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