1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SAFE HARBOR FIDUCIARY, LLC

Map pinPENSACOLA, FL
Phone850-435-4844
NotebookSEC #801-121650
Total AUM
$129.9M
Employees
5
Clients
346

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 SOUTH PALAFOX STREET
SUITE 300
PENSACOLA
FL 32502
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
850-435-4844
Other Offices
2

ReceiptFinancials

Total AUM
$129.9M
Accounts
586
Discretionary
$129.9M
Accounts
586
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
269
AUM
$52M
HNW Individual Clients
77
AUM
$77.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account