Safe Harbor Wealth Advisors, LLC
Safe Harbor Wealth Advisors, LLC (CRD# 284613) is a financial advisory firm headquartered in Dublin, OH. They manage $101,607,000 in 862 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Safe Harbor Wealth Advisors, LLC
By the Numbers
-
Total Assets Under Management102MILLION
-
Total Number of Accounts862ACCOUNTS
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Average Account Value$117,874
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, NC
Financial Advisors at Safe Harbor Wealth Advisors, LLC
1
Cory Sickles (CRD# 6319909) is an Investment Advisor Representative working at Safe Harbor Wealth Advisors, LLC in Dublin, OH and has over 10 years of experience in the finance industry.
2
Nicholas Groves (CRD# 5205751) is an Investment Advisor Representative working at Safe Harbor Wealth Advisors, LLC in Dublin, OH and has over 6 years of experience in the finance industry.
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