Harbor Point Capital Management, LLC

Harbor Point Capital Management, LLC (CRD# 153753) is a financial advisory firm headquartered in Burlington, MA. They manage $11,928,905 in 91 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
101 Cambridge Street, Ste 355, Burlington, MA 01803
http://www.harborpcm.com
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $131,087
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Harbor Point Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Charles Lavrentios, financial advisor Burlington MA
Charles A. Lavrentios
CRD#: 4509981
101 Cambridge Street, Ste 355, Burlington, MA 01803

Charles Lavrentios (CRD# 4509981) is an Investment Advisor Representative working at Harbor Point Capital Management, LLC in Burlington, MA and has over 21 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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