Safe Harbor Investment Advisors, LLC
Safe Harbor Investment Advisors, LLC (CRD# 145916) is a financial advisory firm headquartered in Frederick, MD. They manage $28,002,002 in 12 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management28MILLION
Total Number of Accounts12ACCOUNTS
Average Account Value$2,333,500
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
Kurt Houghton (CRD# 3115577) is an Investment Advisor Representative working at Safe Harbor Investment Advisors, LLC in Frederick, MD and has over 18 years of experience in the finance industry.