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Building 2SAFE HARBOR RETIREMENT PLANNERS

Map pin
Phone410-538-6800
NotebookSEC #801-136596
Total AUM
$108.7M
Employees
4
Clients
296

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
410-538-6800

ReceiptFinancials

Total AUM
$108.7M
Accounts
658
Discretionary
$108.7M
Accounts
658
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
255
AUM
$64.7M
HNW Individual Clients
41
AUM
$44M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
DEFLMDNJPA

HandshakeAffiliates

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

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