SAFE HARBOR FIDUCIARY, LLC

700 South Palafox Street
Suite 300
Pensacola, Florida 32502
Tel: 850-435-4844

About SAFE HARBOR FIDUCIARY, LLC

SAFE HARBOR FIDUCIARY, LLC, formally registered with the SEC as SAFE HARBOR FIDUCIARY, LLC. The firm was established in 06/29/2021. They have over 3 offices throughout the country.

SAFE HARBOR FIDUCIARY, LLC is a Pensacola, Florida based Financial Planning firm with nearly $112,549,397 assets under management, offering retirement planning & investment advisory services to 462 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169659
SEC#	801-121650
Assets Managed by Firm	$112,549,397
No. of Clients	462
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	462	$112,549,397
Individuals (other than high net worth individuals)	257	$52,122,446
High net worth individuals	35	$60,426,951

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