|
⚲
|
| Safe Harbor Asset Management Inc
✚
|
|
|---|---|
| CRD # | 124787 |
| SEC # | 801-79634 |
| CIK # | |
| AUM | $26.8 M (2026-03-11) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 631-421-4341 |
| Address | 167 East Main Street Huntington, NY 11743 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3 | 0.8 |
| (b) Individuals (high net worth individuals) | 22 | 25.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 3 | 0.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 43 | 26.8 |
| By Discretionary | ||
| Discretionary | 43 | 26.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 43 | 26.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 26.8 | |
| Total | 43 | 26.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
DMLO Wealth Planning LLC
✚
|
KY | 0.0 |
|
Metis Capital Management LLC
✚
|
0.0 | |
|
Eden Advisory Services LLC
✚
|
NY | 0.0 |
|
Brenton Point Wealth Advisors LLC
✚
|
NY | 0.0 |
|
GFM Asset Management LLC
✚
|
0.0 | |
|
Global Listing Accelerator Securities Limited
✚
|
NY | 0.0 |
|
Derryrush Wealth Management LLC
✚
|
NY | 0.0 |
|
Gunn Wealth Management LLC
✚
|
0.0 | |
|
GBG Wealth Management LLC
✚
|
CO | 0.0 |
|
MOMA International Servicos Administrativos SS LTDA
✚
|
0.0 |