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

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BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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