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FIDUCIARY WEALTH
SAFE HARBOR CAPITAL MANAGEMENT LLC
CRD 164702
3800 AMERICAN BOULEVARD WEST, SUITE 1500, BLOOMINGTON, MN, 55431, United States
Phone
612-234-7233
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$16.1M
Discretionary AUM
$16.1M
Team
1 total employees; 1 advisory reps; 39 broker-dealer reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-06-01
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 38 | $16.1M |
All web addresses on file
Official SEC filing: View on IAPD