Safe Harbor Investment Advisors, LLC

Safe Harbor Investment Advisors, LLC (CRD# 145916) is a financial advisory firm headquartered in Frederick, MD. They manage $33,060,735 in 12 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Educational seminars/workshops
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.


Financial Advisors at Safe Harbor Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
Kurt A. Houghton
CRD#: 3115577
100 West Church St., Frederick, MD 21701

Kurt Houghton (CRD# 3115577) is an Investment Advisor Representative working at Safe Harbor Investment Advisors, LLC in Frederick, MD and has over 19 years of experience in the finance industry.

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