SAFE HARBOR ASSET MANAGEMENT, INC. - Financial Advisor in New York, Huntington

Tel: 631-421-4341 167 East Main Street Huntington, New York 11743

About 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

Firm CRD#:

124787

Firm SEC#:

801-79634

Assets Under Management:

$33,771,530

No. of Clients:

No. of Advisors:

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

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Top Financial Advisory Firms in New York, Huntington

FirmCRD#:157363

SEC#:801-74070

No. of Advisors:6

No. of Clients:10

AUM:$177,118,308

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