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SAFE HARBOR FIDUCIARY, LLC
CRD 169659 · SEC 801-121650
700 SOUTH PALAFOX STREET, SUITE 300, PENSACOLA, FL, 32502, United States
Phone
850-435-4844
Fax
850-435-4843
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$129.9M
Discretionary AUM
$129.9M
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 269 | $52.0M |
| High net worth individuals | 77 | $77.8M |
States served
AL, GA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD