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SAFE HARBOR ASSET MANAGEMENT, INC.

HUNTINGTON, NY · CRD 124787 · IAPD ↗ · 631-421-4341

$26.8MRegulatory AUM
2Advisory reps
4Employees
9Clients
1-10Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2025 — SAFE HARBOR ASSET MANAGEMENT, INC. reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.