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SAFE HARBOR RETIREMENT PLANNERS

ASSET MANAGEMENT SERVICES, INC.

CRD 110803 · SEC 801-136596

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$108.7M

Discretionary AUM

$108.7M

Team

4 total employees; 3 advisory reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges

Org form

Corporation

Filing date

2026-05-28

Disciplinary history

Yes

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Services

Financial planningPortfolio management (individuals)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals255$64.7M
High net worth individuals41$44.0M

All web addresses on file

Official SEC filing: View on IAPD