Safe Harbor Partners Revenue

Financial Services • McLean, Virginia, United States • 1-10 Employees

Safe Harbor Partners revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at Safe Harbor Partners

Kathy Duffy

Ceo And Founder

Company overview

Headquarters	6723 Whittier Avenue, Suite 200, McLean, VA 22101, US
Phone number	+17037526007
Website	safeharborpartners.com
NAICS	52
SIC	628
Keywords	Investment Analysis, Vendor Benchmarking, Portfolio Management Solutions, Fiduciary Responsibility, Employee Education And Communication, Fee Transparency, Full-Service Retirement Plan Strategies, Plan Design Review, Process Driven Strategies, Product Benchmarks
Employees	1-10

Safe Harbor Partners Email Formats

Safe Harbor Partners uses 1 email format. The most common is {first initial} (e.g., j@safeharborpartners.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@safeharborpartners.com	100%

About Safe Harbor Partners

Safe Harbor Partners (SHP), a Division of Independence Wealth Advisors (IWA), serves as fiduciary advisors dedicated to retirement plans and the needs of retirement plan sponsors. We excel at creating strategies that are unique, achievable and measureable, a stark contrast in an industry that is typically focused on products, sales, and lack of transparency. Our financial advisors act as either 3(21) or 3(38) advisors, assisting the sponsors of employee retirement plans, delivering the right services with a transparent fee structure. Our goal is to help you understand your fiduciary responsibility so you can meet its requirements – and to ensure you have a prudent process in place for making investment and plan decisions. We provide you with the necessary knowledge, tools and conflict-free support to plan for your employees’ retirement. Plan Smart. Smart Plan.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Safe Harbor Partners has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Safe Harbor Partners has never raised funding before.

Safe Harbor Partners Tech Stack

Discover the technologies and tools that power Safe Harbor Partners's digital infrastructure, from frameworks to analytics platforms.

Modernizr

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jQuery CDN

CDN

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jQuery UI

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Apache HTTP Server

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WordPress

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Frequently asked questions

Safe Harbor Partners is located in McLean, Virginia, US.

You can reach Safe Harbor Partners at +17037526007.

Safe Harbor Partners generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

Safe Harbor Partners has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Safe Harbor Partners has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Safe Harbor Partners

Kathy Duffy

Ceo And Founder

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