RIA Intel›Advisers›New York›SAFE HARBOR ASSET MANAGEMENT, INC.

SAFE HARBOR ASSET MANAGEMENT, INC.

Advisory

N·HUNTINGTON, NY

Data as of Mar 11, 2026 · Source: SEC Form ADV

Total AUM
$27M
1-Year AUM Growth
+1.2%
3-Year CAGR
+2.7%
Employees
2
Assets Under Management
Total AUM$27M
Discretionary AUM$27M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients30
Team
Total Employees2
Investment Advisers4
Employee Growth (1Y)—
Filing History
Total Filings on Record20
First FilingApr 14, 2014
Latest FilingMar 11, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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