CRD: 151810
Safe Harbor Financial Planning & Investment Advisory, LLC
$61.9M Total AUM
$55.8M Disc. AUM
-- 3Y CAGR
1 Employees
79 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-30-2009
- Office Locations
- 1
Office Locations
23 Siebald Street Statesboro GA
About Safe Harbor Financial Planning & Investment Advisory, LLC
Safe Harbor Financial Planning & Investment Advisory, LLC is a Statesboro-based RIA. The firm has been operating for 16 years. Managing $61.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
-- AVG AGE
$61.9M AVG AUM / ADVISOR
$783.8K AVG AUM / CLIENT
16.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
16yrs Firm Age
Insights
Available
Available
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Available
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Available
Available
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Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
J
JAMES BRIAN KENNEDY
Financial Advisor, Managing Member, Senior Vice President
- CRD
- #5725486
- Ownership
- 50% but less than 75%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $55,759,300 | -- |
| Non-Discretionary | $6,159,700 | -- |
| Total | $61,919,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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