Overview
Assets Under Management: $130 million
Headquarters: PENSACOLA, FL
High-Net-Worth Clients: 77
Average Client Assets: $1.0 million
Frequently Asked Questions
SAFE HARBOR FIDUCIARY, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #169659), SAFE HARBOR FIDUCIARY, LLC is subject to fiduciary duty under federal law.
SAFE HARBOR FIDUCIARY, LLC is headquartered in PENSACOLA, FL.
SAFE HARBOR FIDUCIARY, LLC serves 77 high-net-worth clients according to their SEC filing dated March 29, 2026. View client details ↓
According to their SEC Form ADV, SAFE HARBOR FIDUCIARY, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SAFE HARBOR FIDUCIARY, LLC manages $130 million in client assets according to their SEC filing dated March 29, 2026.
According to their SEC Form ADV, SAFE HARBOR FIDUCIARY, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 77
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 59.92%
Average Client Assets: $1.0 million
Total Client Accounts: 586
Discretionary Accounts: 586
Regulatory Filings
CRD Number: 169659
Filing ID: 2069904
Last Filing Date: 2026-03-29 10:08:57