Harbor Point Capital Management, LLC
Harbor Point Capital Management, LLC (CRD# 153753) is a financial advisory firm headquartered in Woburn, MA. They manage $14,473,321 in 63 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management14MILLION
Total Number of Accounts63ACCOUNTS
Average Account Value$229,735
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Charles Lavrentios (CRD# 4509981) is an Investment Advisor Representative working at Harbor Point Capital Management, LLC in Woburn, MA and has over 16 years of experience in the finance industry.