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SAFE HARBOR ASSET MANAGEMENT, INC.
CRD 124787 · SEC 801-79634
167 EAST MAIN STREET, HUNTINGTON, NY, 11743, United States
Phone
631-421-4341
Fax
631-421-4677
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$26.8M
Discretionary AUM
$26.8M
Team
4 total employees; 2 advisory reps; 9 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminarsREAL ESTATE TAX CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $758K |
| High net worth individuals | 22 | $25.2M |
| Pension/profit sharing plans | 3 | $815K |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD