Boston Harbor Wealth Advisors Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Boston Harbor Wealth Advisors

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Boston Harbor Wealth Advisors Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52393 Financial Planning & Investment Advice
Address	1400 Computer Dr Ste 201 Westborough, MA 01581

Note: Revenues for privately held companies are statistical evaluations.


Boston Harbor Wealth Advisors's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Boston Harbor Wealth Advisors's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Boston Harbor Wealth Advisors is classified as operating in the Financial Planning & Investment Advice industry, NAICS Code 52393.

Boston Harbor Wealth Advisors Annual Revenue and Growth Rate

Boston Harbor Wealth Advisors	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2023	$1 - $10 million Details in Premium Report
2022
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Boston Harbor Wealth Advisors's revenues are gauged from an analysis of company filings.

Boston Harbor Wealth Advisors's Income Statement (based on Industry Averages)

Boston Harbor Wealth Advisors P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Boston Harbor Wealth Advisors is developing and marketing. Boston Harbor Wealth Advisors doesn't have any recent trademark applications, indicating Boston Harbor Wealth Advisors is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark

Date

BOSTON HARBOR WEALTH ADVISORS Financial advice; Financial analysis and consultation; Financial consultancy; Financial consulting; Financial management; Financial planning; Financial planning and investment advisory services; Financial planning for retirement; Financial portfolio management; Financial services, namely, wealth management services; Investment advice; Investment advisory services; Investment consultation; Investment management; Strategic financial advisory services

04/24/2019

See all trademarks and details in the Full Report.

Market Share of Boston Harbor Wealth Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Boston Harbor Wealth Advisors, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
MERCER INVESTMENTS	Boston, MA	100
BALLAST INVESTMENTS	San Francisco, CA	3
CHARTER OAK BUILDING MAINTENANCE	Hartford, CT	2
STARTUPS COM	Powell, OH	2
MIDWEST COMMERCIAL INTERIORS	Salt Lake City, UT	2
SOBH INVESTMENTS	Detroit, MI	2
OMNI FINANCIAL OF NEVADA	Las Vegas, NV	2
HOBSON FINANCIAL GROUP OF ILLINOIS INC. DBA HOLLYWOOD BLVD CINEMA	Woodridge, IL	1
SHAMPAN LAMPORT	Melville, NY	1

Nearby Competitors

These companies are similar in business line and location to Boston Harbor Wealth Advisors. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
GRIMES	Westborough, MA	100
CCR WEALTH MANAGEMENT	Westborough, MA	90
FINANCIAL FOUNDATIONS	Westborough, MA	29
BOSTON HARBOR WEALTH ADVISORS	Westborough, MA	21
JAMES N. BALL	Westborough, MA	16
CADENCE WEALTH MANAGEMENT	Westborough, MA	14
STEPHEN BRADLEY	Westborough, MA	14
BOYD FINANCIAL STRATEGIES	Auburn, MA	11
MELFA WEALTH MANAGEMENT	Westborough, MA	8
WILLIAMS FINANCIAL GROUP	Clinton, MA	8

Future Competition: Boston Harbor Wealth Advisors's Fastest Growing Competitors

These companies are in the same general field as Boston Harbor Wealth Advisors and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)