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Building 2SAFE HARBOR ASSET MANAGEMENT, INC.

Map pinHUNTINGTON, NY
Phone631-421-4341
NotebookSEC #801-79634
Total AUM
$26.8M
Employees
4
Clients
28

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
167 EAST MAIN STREET
HUNTINGTON
NY 11743
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
631-421-4341

ReceiptFinancials

Total AUM
$26.8M
Accounts
43
Discretionary
$26.8M
Accounts
43
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
3
AUM
$757.6K
HNW Individual Clients
22
AUM
$25.2M
Pension/Profit Sharing Plan Clients
3
AUM
$815.5K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
REAL ESTATE TAX CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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

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