Safe Harbor Asset Management, Inc.
Safe Harbor Asset Management, Inc. is an SEC-registered ria in Huntington, NY with $26.8M assets under management (AUM, regulatory AUM), -21% over one year. See who owns Safe Harbor Asset Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 124787, SEC 801-79634, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $26.8M (2026-03-11)
- Firm type
- Ria
- Location
- Huntington, NY
- Employees
- 4
- Clients
- 28
- CRD
- 124787
- Ownership
- DAVIS, STEPHEN, KENT
How much AUM does Safe Harbor Asset Management, Inc. have?
Safe Harbor Asset Management, Inc. reported $26.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns Safe Harbor Asset Management, Inc.?
Disclosed owners and executives of Safe Harbor Asset Management, Inc. include DAVIS, STEPHEN, KENT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.