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SAFE HARBOR FIDUCIARY, LLC

Tel: 850-435-4844
700 South Palafox Street
Suite 300
Pensacola, Florida  32502

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SAFE HARBOR FIDUCIARY, LLC

SAFE HARBOR FIDUCIARY, LLC is a Pensacola, Florida based financial advisory firm with nearly $112,549,397 in assets under management and provides investment advisory services for 462 clients. There are currently 5 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

169659

SEC#:

801-121650

No. of Clients:

462

Assets under Management

$112,549,397

No. of Advisors:

5

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