Safe Harbor Asset Management, Inc.

Safe Harbor Asset Management, Inc. (CRD# 124787) is a financial advisory firm headquartered in Huntington, NY. They manage $34,732,586 in 50 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
167 East Main Street, Huntington, NY 11743
https://twitter.com/topadvisor
By the Numbers
  • Total Assets Under Management
    35
    MILLION
  • Total Number of Accounts
    50
    ACCOUNTS
  • Average Account Value
    $694,652
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NY

Financial Advisors at Safe Harbor Asset Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Stephen Davis, financial advisor Huntington NY
Stephen K. Davis
CRD#: 1015132
167 East Main Street, Huntington, NY 11743

Stephen Davis (CRD# 1015132) is an Investment Advisor Representative working at Safe Harbor Asset Management, Inc. in Huntington, NY and has over 25 years of experience in the finance industry.

2
Emanuel Defreitas, financial advisor Jericho NY
Emanuel J. Defreitas
CRD#: 7434646
30 Jericho Executive Plaza, Suite 500w, Jericho, NY 11753

Emanuel Defreitas (CRD# 7434646) is an Investment Advisor Representative working at Safe Harbor Asset Management, Inc. in Jericho, NY and has 1 year of experience in the finance industry.

3
Alexander Steinberg, financial advisor Huntington NY
Alexander Steinberg
CRD#: 6563886
167 East Main Street, Huntington, NY 11743

Alexander Steinberg (CRD# 6563886) is an Investment Advisor Representative working at Safe Harbor Asset Management, Inc. in Huntington, NY and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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