Safe Harbor Asset Management

Safe Harbor Asset Management (CRD# 110803) is a financial advisory firm headquartered in , . They manage $27,524,902 in 224 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    28
    MILLION
  • Total Number of Accounts
    224
    ACCOUNTS
  • Average Account Value
    $122,879
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Safe Harbor Asset Management
Showing 1 - 2 of 2 top financial advisors.
1
Henry C. Godfrey
CRD#: 5070756
Abingdon, MD
93
Wealthminder
score

Henry Godfrey (CRD# 5070756) is an Investment Advisor Representative working at Safe Harbor Asset Management in Abingdon, MD and has over 10 years of experience in the finance industry.

2
Gregory K. Bowser
CRD#: 1581343
Abingdon, MD
61
Wealthminder
score

Gregory Bowser (CRD# 1581343) is an Investment Advisor Representative working at Safe Harbor Asset Management in Abingdon, MD and has over 23 years of experience in the finance industry. Gregory Bowser has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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