SAFE HARBOR ASSET MANAGEMENT, INC.

HUNTINGTON, New York·1 registered advisor·CRD# 124787
SEC# 801-796340631-421-4341
01

Firm Overview

AUM
$35M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SAFE HARBOR ASSET MANAGEMENT, INC.

1 registered advisor
Stephen Kent Davis
HUNTINGTON, New York
05

Office Locations

HUNTINGTON, New York
1 advisor

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Data sourced from SEC Form ADV filings. SAFE HARBOR ASSET MANAGEMENT, INC. (CRD# 124787) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.