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Building 2SAFE HARBOR FAMILY CAPITAL, LLC

Map pinCHAPEL HILL, NC
Phone919-537-7110
NotebookSEC #801-122963
Total AUM
$613.9M
Employees
3
Clients
12

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
123 WEST FRANKLIN STREET
SUITE 540
CHAPEL HILL
NC 27516
United States
Operating Hours
8:30-5:30
Monday - Friday
Phone
919-537-7110

ReceiptFinancials

Total AUM
$613.9M
Accounts
235
Discretionary
$352.9M
Accounts
49
Non-Discretionary
$261M
Accounts
186

ContactClients

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HNW Individual Clients
10
AUM
$227.5M
Charitable Organization Clients
2
AUM
$386.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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