Safe Harbor Fiduciary, LLC
Safe Harbor Fiduciary, LLC (CRD# 169659) is a financial advisory firm headquartered in Pensacola, FL. They manage $43,628,960 in 357 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management44MILLION
Total Number of Accounts357ACCOUNTS
Average Account Value$122,210
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, FL, TX
Scott McCaghren (CRD# 5801543) is an Investment Advisor Representative working at Safe Harbor Fiduciary, LLC in Pensacola, FL and has over 6 years of experience in the finance industry.
Donald Moore (CRD# 5770086) is an Investment Advisor Representative working at Safe Harbor Fiduciary, LLC in Pensacola, FL and has over 8 years of experience in the finance industry.