S
CRD: 133453
Snug Harbor Capital Management, LLC
$30.0M Total AUM
$30.0M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
21 yrs Firm Age
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-18-2005
- Office Locations
- 1
Office Locations
-- Marshfield MA
About Snug Harbor Capital Management, LLC
Snug Harbor Capital Management, LLC is a Marshfield, MA RIA providing portfolio management and financial planning, including insurance planning, for retail clients. Portfolios are primarily ETF-based, with smaller allocations to cash and municipal and investment-grade corporate bonds. Custody is through Fidelity/NFS. Founder-led by CIO/President Stephen Roland Colella.
Team overview
-- AVG AGE
$30.0M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
21.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
STEPHEN ROLAND COLELLA
Chief Investment Officer, Managing Director, President
- CRD
- #2168766
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,999,489 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,999,489 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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