Snug Harbor Capital Management, LLC

Snug Harbor Capital Management, LLC (CRD# 133453) is a financial advisory firm headquartered in Duxbury, MA. They manage $25,767,336 in 48 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $536,820
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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)
  • Other
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 Snug Harbor Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Stephen R. Colella
CRD#: 2168766
33 Enterprise Place, Suite 3, Duxbury, MA 02332
93
Wealthminder
score

Stephen Colella (CRD# 2168766) is an Investment Advisor Representative working at Snug Harbor Capital Management, LLC in Duxbury, MA and has over 25 years of experience in the finance industry.

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