Boston Harbor Investment Management

Boston Harbor Investment Management (CRD# 165554) is a financial advisory firm headquartered in Bedford, MA. They manage $7,390,000 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $307,917
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Boston Harbor Investment Management
Showing 1 - 5 of 5 top financial advisors.
1
Brett N. Sizemore
CRD#: 1821031
Carmel, IN
96
Wealthminder
score

Brett Sizemore (CRD# 1821031) is an Investment Advisor Representative working at Boston Harbor Investment Management in Carmel, IN and has over 28 years of experience in the finance industry. Brett Sizemore has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John J. Cunningham
CRD#: 1046890
110 Great Road, Suite 302, Bedford, MA 01730
93
Wealthminder
score

John Cunningham (CRD# 1046890) is an Investment Advisor Representative working at Boston Harbor Investment Management in Bedford, MA and has over 11 years of experience in the finance industry.

3
Dennis N. Caulfield
CRD#: 6132687
110 Great Road, Suite 302, Bedford, MA 01730
90
Wealthminder
score

Dennis Caulfield (CRD# 6132687) is an Investment Advisor Representative working at Boston Harbor Investment Management in Bedford, MA and has over 3 years of experience in the finance industry.

4
David A. Page
CRD#: 6132686
110 Great Road, Suite 302, Bedford, MA 01730
90
Wealthminder
score

David Page (CRD# 6132686) is an Investment Advisor Representative working at Boston Harbor Investment Management in Bedford, MA and has over 3 years of experience in the finance industry.

5
Robert F. Ploder
CRD#: 364632
110 Great Road, Suite 302, Bedford, MA 01730
90
Wealthminder
score

Robert Ploder (CRD# 364632) is an Investment Advisor Representative working at Boston Harbor Investment Management in Bedford, MA and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.