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Building 2SAFE HARBOR WEALTH ADVISORS, LLC

Map pinDUBLIN, OH
Phone614-760-0670
NotebookSEC #801-129860
Total AUM
$167.2M
Employees
3
Clients
465

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6099 FRANTZ ROAD
DUBLIN
OH 43017
United States
Operating Hours
9-5
Monday - Friday
Phone
614-760-0670
Other Offices
1

ReceiptFinancials

Total AUM
$167.2M
Accounts
1,085
Discretionary
$161.1M
Accounts
1,047
Non-Discretionary
$6.1M
Accounts
38

ContactClients

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Individual Clients
428
AUM
$108.5M
HNW Individual Clients
37
AUM
$58.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLKYNCOHPASCTNTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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