DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Home > Financial Advisors > north carolina > chapel hill
SAFE HARBOR FAMILY CAPITAL, LLC
Tel: 919-537-7110
123 West Franklin Street Suite 540
Chapel Hill, North Carolina 27516
SAFE HARBOR FAMILY CAPITAL, LLC
SAFE HARBOR FAMILY CAPITAL, LLC is a Chapel Hill, North Carolina based financial advisory firm with nearly $509,203,338 in assets under management and provides investment advisory services for 222 clients. There are currently 3 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors
Fee Structure:
A percentage of AUM
Firm CRD#:
317547
SEC#:
801-122963
No. of Clients:
222
Assets under Management
$509,203,338
No. of Advisors:
3
More Financial Advisory Firms in Chapel Hill, North Carolina
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| CAPTRUST | 175112 | 1554 |
| ALLSPRING GLOBAL INVESTMENTS, LLC | 104973 | 1015 |
| BARINGS LLC | 106006 | 985 |
| ALLSPRING FUNDS MANAGEMENT, LLC | 110841 | 513 |
| BRIGHTHOUSE INVESTMENT ADVISERS, LLC | 107312 | 31 |
| STERLING CAPITAL MANAGEMENT LLC | 135405 | 181 |
More Firms in Chapel Hill, North Carolina >>