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
Harbor Point Capital Management, LLC
By the Numbers
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Total Assets Under Management12MILLION
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Total Number of Accounts91ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Harbor Point Capital Management, LLC
1
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.
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