STAGE HARBOR FINANCIAL, LLC
Doing business as STAGE HARBOR FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$1,097,169,525
Discretionary
$1,097,169,525
Non-discretionary
$0
Firm details
- CRD number
- 289725
- SEC file number
- 801-112359
- Main office
- WESTWOOD, MA, United States
- Employees
- 11
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.