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SAFE HARBOR ASSET MANAGEMENT, INC.
Tel: 631-421-4341
167 East Main Street Huntington, New York 11743
SAFE HARBOR ASSET MANAGEMENT, INC.
SAFE HARBOR ASSET MANAGEMENT, INC. is a Huntington, New York based financial advisory firm with nearly $33,771,530 in assets under management and provides investment advisory services for 44 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Education seminars/workshops , Other (REAL ESTATE TAX CONSULTING)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
124787
SEC#:
801-79634
No. of Clients:
44
Assets under Management
$33,771,530
No. of Advisors:
4
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