BOSTON HARBOR WEALTH ADVISORS, LLC
CRD #282486 SEC #801-108986 ACTON, MA (978) 767-8667
SEC Registered
Total AUM
$379.9M
Discretionary
$374.4M
Employees
32
Clients
1
Accounts
2,005
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2018 | $379.9M | $374.4M | $5.5M | 32 | 0 |
| Apr 2018 | $379.9M | $374.4M | $5.5M | 32 | 0 |
| Mar 2018 | $379.9M | $374.4M | $5.5M | 32 | 0 |
| Sep 2017 | $128.3M | $128.3M | $0 | 22 | 300 |
| May 2017 | $128.3M | $128.3M | $0 | 19 | 300 |
| Feb 2017 | $128.3M | $128.3M | $0 | 17 | 300 |
| Feb 2017 | $128.3M | $128.3M | $0 | 12 | 300 |
| Jan 2017 | $104.1M | $104.1M | $0 | 11 | 200 |
DateJun 2018
Total AUM$379.9M
Discretionary$374.4M
Non-Disc.$5.5M
Employees32
Clients0
DateApr 2018
Total AUM$379.9M
Discretionary$374.4M
Non-Disc.$5.5M
Employees32
Clients0
DateMar 2018
Total AUM$379.9M
Discretionary$374.4M
Non-Disc.$5.5M
Employees32
Clients0
DateSep 2017
Total AUM$128.3M
Discretionary$128.3M
Non-Disc.$0
Employees22
Clients300
DateMay 2017
Total AUM$128.3M
Discretionary$128.3M
Non-Disc.$0
Employees19
Clients300
DateFeb 2017
Total AUM$128.3M
Discretionary$128.3M
Non-Disc.$0
Employees17
Clients300
DateFeb 2017
Total AUM$128.3M
Discretionary$128.3M
Non-Disc.$0
Employees12
Clients300
DateJan 2017
Total AUM$104.1M
Discretionary$104.1M
Non-Disc.$0
Employees11
Clients200