Safe Harbor Assets
Safe Harbor Assets (CRD# 324397) is a financial advisory firm headquartered in , . They manage $1,310,000 in 9 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Safe Harbor Assets
By the Numbers
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Total Assets Under Management1MILLION
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Total Number of Accounts9ACCOUNTS
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Average Account Value$145,556
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Safe Harbor Assets
1
Tommy Wadsworth (CRD# 7668428) is an Investment Advisor Representative working at Safe Harbor Assets in Fallbrook, CA and has 1 year of experience in the finance industry.
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