Safe Harbor Investment Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 145916
- Website
- youronlineanchor.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI47.69%
- Charitable Organizations34.47%
- Individuals17.83%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Safe Harbor Investment Advisors, LLC is a small, privately owned limited liability company that provides advisory services to both individual/family clients and institutional or business accounts. Its advisory work centers on discretionary portfolio management for individuals, small businesses and institutions, and the firm also offers educational seminars and workshops. Compensation is a mix of percentage-of-AUM and fixed-fee arrangements. The firm does not position itself as a capital allocator or pension consultant, and it is not identified as an active ESG investor or a multi-state adviser in the available record. Ownership is individual, and the adviser is not listed as related to another advisory firm.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities25%
- Cash & Cash Equivalents5%
Contacts
1 of 1
Kurt Houghton
PresidentCRD 3115577
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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