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).
Total Assets Under Management28MILLION
Total Number of Accounts224ACCOUNTS
Average Account Value$122,879
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Henry Godfrey (CRD# 5070756) is an Investment Advisor Representative working at Safe Harbor Asset Management in Abingdon, MD and has over 11 years of experience in the finance industry.
Gregory Bowser (CRD# 1581343) is an Investment Advisor Representative working at Safe Harbor Asset Management in Abingdon, MD and has over 24 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.