SAFE HARBOR FAMILY CAPITAL, LLC - Financial Advisor in North Carolina, Chapel Hill

Tel: 919-537-7110 123 West Franklin Street Suite 540 Chapel Hill, North Carolina 27516

About 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

Firm CRD#:

317547

Firm SEC#:

801-122963

Assets Under Management:

$509,203,338

No. of Clients:

222

No. of Advisors:

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

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