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Building 2SAFE HARBOR CAPITAL MGMT., LLC

Map pinPALM HARBOR, FL
Phone727-787-4100
NotebookSEC #801-56761
Total AUM
$137M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
33920 U.S. HWY. 19N, SUITE 150
PALM HARBOR
FL 34684
USA
Operating Hours
7AM - 6PM
Monday - Friday
Phone
727-787-4100

ReceiptFinancials

Total AUM
$137M
Accounts
67
Discretionary
$137M
Accounts
67
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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

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