Safe Harbor Retirement Planners
Firm details
- Headquarters
- ,
- CRD number
- 110803
- Website
- www.shretirement.com
- Custodians
- GOLDMAN SACHS CUSTODY SOLUTIONS, NATIONWIDE ADVISORY SERVICES, INC., EQUITABLE
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals59.52%
- HNWI40.48%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Safe Harbor Retirement Planners is an independent, individually owned registered investment adviser that serves primarily individual and family clients. The firm charges fees based on a percentage of assets under management and also offers hourly billing for certain services. Its stated advisory capabilities include financial planning, portfolio management for individuals and small businesses, pension consulting, and educational workshops. The firm is not positioned as a capital allocator and does not identify as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities43%
- Public Funds/Mutual Funds42%
- Cash & Cash Equivalents10%
- Other5%
Contacts
3 of 6
Gregory Bowser
PresidentCRD 1581343
Eric Bowser
Retirement Income AdvisorCRD 6688596
Henry Godfrey
Vice PresidentCRD 5070756
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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