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Home > Retirement Planners > florida > pensacola > SAFE HARBOR FIDUCIARY, LLC
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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|---|---|---|---|
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