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).
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Total Assets Under Management23MILLION
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Total Number of Accounts38ACCOUNTS
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Average Account Value$605,209
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
MA
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.
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.
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.
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.