SAFE HARBOR WEALTH ADVISORS, LLC

DUBLIN, Ohio·2 registered advisors·CRD# 284613
SEC# 801-1298601614-760-0670
01

Firm Overview

AUM
$126M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: REFERRAL FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SAFE HARBOR WEALTH ADVISORS, LLC

2 registered advisors
Cory Joseph Sickles
DUBLIN, Ohio
Holly Veeck
DUBLIN, Ohio
05

Office Locations

DUBLIN, Ohio
2 advisors

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Data sourced from SEC Form ADV filings. SAFE HARBOR WEALTH ADVISORS, LLC (CRD# 284613) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.