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STAGE HARBOR FINANCIAL

STAGE HARBOR FINANCIAL, LLC

CRD 289725 · SEC 801-112359

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100 LOWDER BROOK DRIVE, SUITE #2500, WESTWOOD, MA, 02090, United States

Phone

(781) 934-3130

Fax

781-610-9000

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.10B

Discretionary AUM

$1.10B

Team

11 total employees; 8 advisory reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-18

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals127$52.2M
High net worth individuals221$1.04B

States served

CA, CO, GA, LA, ME, MA, NJ, NY, RI, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD