SAFE HARBOR ASSET MANAGEMENT, INC.

167 East Main Street
Huntington, New York 11743
Tel: 631-421-4341

About SAFE HARBOR ASSET MANAGEMENT, INC.

SAFE HARBOR ASSET MANAGEMENT, INC, formally registered with the SEC as SAFE HARBOR ASSET MANAGEMENT, INC. The firm was established in 05/15/2014. They have over 1 offices throughout the country.

SAFE HARBOR ASSET MANAGEMENT, INC. is a Huntington, New York based Financial Planning firm with nearly $33,771,530 assets under management, offering retirement planning & investment advisory services to 44 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	124787
SEC#	801-79634
Assets Managed by Firm	$33,771,530
No. of Clients	44
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Education seminars/workshops
Other (REAL ESTATE TAX CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	44	$33,771,530
Individuals (other than high net worth individuals)	5	$1,468,732
High net worth individuals	24	$27,578,910
Pension and profit sharing plans	1	$4,723,888

More Retirement Planning firms in Huntington, New York:

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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