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| Happy Holidays!! thanks for using AUM13F!! |
| Safe Harbor Asset Management Inc
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| CRD # | 124787 |
| SEC # | 801-79634 |
| CIK # | |
| AUM | $33.8 M (2025-02-24) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 631-421-4341 |
| Address | 167 East Main Street Huntington, NY 11743 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5 | 1.5 |
| (b) Individuals (high net worth individuals) | 24 | 27.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 4.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 44 | 33.8 |
| By Discretionary | ||
| Discretionary | 44 | 33.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 44 | 33.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 33.8 | |
| Total | 44 | 33.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mitchell Vaught & Taylor Inc
✚
|
IL | 0.0 |
|
LAVA Wealth Management LLC
✚
|
0.0 | |
|
Metis Capital Management LLC
✚
|
0.0 | |
|
Sage Tree Wealth Inc
✚
|
NY | 0.0 |
|
CSP Financial Group LLC
✚
|
AZ | 0.0 |
|
Cambridge Wealth Management LLC
✚
|
NY | 0.0 |
|
Brenton Point Wealth Advisors LLC
✚
|
NY | 0.0 |
|
Global Listing Accelerator Securities Limited
✚
|
NY | 0.0 |
|
Alooola LLC
✚
|
NJ | 0.0 |
|
Ventum Advisors Corp
✚
|
0.0 |