Boston Harbor Investment Management

Boston Harbor Investment Management (CRD# 165554) is a financial advisory firm headquartered in Bedford, MA. They manage $22,997,929 in 38 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
110 Great Road, Suite 302, Bedford, MA 01730
http://www.bostonharborim.com
By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    38
    ACCOUNTS
  • Average Account Value
    $605,209
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
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Boston Harbor Investment Management
Showing 1 - 4 of 4 top financial advisors.
1
Dennis Caulfield, financial advisor Bedford MA
Dennis N. Caulfield
CRD#: 6132687
110 Great Road, Suite 302, Bedford, MA 01730

Dennis Caulfield (CRD# 6132687) 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.

2
David Page, financial advisor Bedford MA
David A. Page
CRD#: 6132686
110 Great Road, Suite 302, Bedford, MA 01730

David Page (CRD# 6132686) 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
Robert Ploder, financial advisor Bedford MA
Robert F. Ploder
CRD#: 364632
110 Great Road, Suite 302, Bedford, MA 01730

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.

4
Jan Hagemeier, financial advisor Vero Beach FL
Jan P. Hagemeier
CRD#: 1592257
Vero Beach, FL

Jan Hagemeier (CRD# 1592257) is an Investment Advisor Representative working at Boston Harbor Investment Management in Vero Beach, FL and has over 37 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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