Safe Harbor Asset Management
Financial Services • 
Huntington, New York, United States • 1-10 Employees
Company overview
| Headquarters | 167 East Main Street, Huntington, NY 11743, US |
| Phone number | +16314214341 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Estate Planning, Asset Management, Retirement Planning, Financial Planning, 401K Expense Reduction, Trustee Fiduciary Liability Mitigation, 1031 Exchange Facilitation |
| Founded | 1990 |
| Employees | 1-10 |
| Socials |
Key Contact at Safe Harbor Asset Management
Stephen Davis
CEO
Safe Harbor Asset Management Email Formats
Safe Harbor Asset Management uses 2 email formats. The most common is {first initial} (e.g., j@investsafeharbor.com), used 50% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@investsafeharbor.com | 100% |
About Safe Harbor Asset Management
At Safe Harbor Asset Management, Inc., we believe uncertain times require a more personalized, evolving approach towards managing family wealth. Our clients potentially grow their assets with our services, while safeguarding their capital from a volatile market. Often referred to as downside capture, we strive to minimize the effect of extreme market declines by focusing on the negative correlation component of portfolio composition. A fee-based Registered Investment Advisory Firm, Safe Harbor Asset Management (SAM), serves individuals & families of high-net worth. SAM offers wealth management services guided by the principles of Nobel Prize winning, Modern Portfolio Theory. Safe Harbor Asset Management, Inc. is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Safe Harbor Asset Management, Inc. and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Safe Harbor Asset Management, Inc. unless a client service agreement is in place.
Safe Harbor Asset Management revenue & valuation
| Annual revenue | $4,836,718 |
| Revenue per employee | $1,210,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $15,500,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Safe Harbor Asset Management has 1 employees across 1 departments.
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Number of employees
Funding Data
Safe Harbor Asset Management has never raised funding before.
Safe Harbor Asset Management Tech Stack
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