RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Massachusetts
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 14, 2018
Branch Offices
7

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DAVIS, MATTHEW, ALTONIMEMBER, PRINCIPALD Control
DAVIS, MATTHEW, ALTONIMEMBER, PRINCIPALD Control
DAVIS, MATTHEW, ALTONIMEMBER, PRINCIPALD Control
DAVIS, MATTHEW, ALTONIMEMBER, PRINCIPALD Control
DAVIS, MATTHEW, ALTONIMEMBER, PRINCIPALD Control
DAVIS, MATTHEW, ALTONIMEMBER, PRINCIPALD Control
DAVIS, MATTHEW, ALTONIMEMBER, PRINCIPALD Control
DAVIS, MATTHEW, ALTONIMEMBER, PRINCIPALD Control
HENDRICKSON, RYAN, DAVIDIMEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
HENDRICKSON, RYAN, DAVIDIMEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
HENDRICKSON, RYAN, DAVIDIMEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
HENDRICKSON, RYAN, DAVIDIMEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
HENDRICKSON, RYAN, DAVIDIMEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
HENDRICKSON, RYAN, DAVIDIMEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
HENDRICKSON, RYAN, DAVIDIMEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control
HENDRICKSON, RYAN, DAVIDIMEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICERD Control

Registrations

Federal

IA
Jun 14, 2018 REGISTERED

Notice Filings (14)

AZ CA CT FL MA ME NC NH NY PA RI TX VA VT

Address

289 GREAT ROAD
SUITE 304
ACTON, MA 01720
United States
Phone: (978) 767-8667