Safe Harbor Investment Advisors, LLC

Safe Harbor Investment Advisors, LLC (CRD# 145916) is a financial advisory firm headquartered in Monrovia, MD. They manage $15,144,827 in 25 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P.o. Box 360, Monrovia, MD 21770
http://www.youronlineanchor.com
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $605,793
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Safe Harbor Investment Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Kurt Houghton, financial advisor Ijamsville MD
Kurt A. Houghton
CRD#: 3115577
Ijamsville, MD

Kurt Houghton (CRD# 3115577) is an Investment Advisor Representative working at Safe Harbor Investment Advisors, LLC in Ijamsville, MD and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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