CRD: 124787
Safe Harbor Asset Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-18-2000
- Office Locations
- 2
Office Locations
About Safe Harbor Asset Management, Inc.
Safe Harbor Asset Management is a fee-only, SEC-registered RIA providing family wealth management plus financial and tax planning for affluent households, including real-estate investors. Portfolios follow Modern Portfolio Theory with global strategic asset allocation anchored in index and enhanced-index funds, managed on discretionary and non-discretionary bases. The firm also sources Delaware Statutory Trust (DST) alternatives for 1031 exchanges with broad inventory and lower cost; custody includes Charles Schwab.
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Accredited Investors
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Investment Themes
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Technology
Owner & Executives
STEPHEN KENT DAVIS
Chief Compliance Officer, President, Principal
- CRD
- #1015132
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Emanuel Joseph DeFreitas
Investment Advisor
- CRD
- #7434646
Alexander Steinberg
Investment Advisor Representative
- CRD
- #6563886
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,809,575 | $623,478 |
| Non-Discretionary | $0 | -- |
| Total | $26,809,575 | $623,478 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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