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SAFE HARBOR FINANCIAL PLANNING & INVESTMENT ADVISORY, LLC
CRD 151810
314 S. ZETTEROWER AVE, STATESBORO, GA, 30458, United States
Phone
912-489-1222
Fax
912-489-1223
Registration
— (—)
Source
State registered
Total AUM
$61.9M
Discretionary AUM
$55.8M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 55 | $10.2M |
| High net worth individuals | 24 | $37.7M |
All web addresses on file
Official SEC filing: View on IAPD