SEC Form ADV

SAFE HARBOR FIDUCIARY, LLC

Firm profile: Safe Harbor Fiduciary — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserFL

$129.9M

Assets Under Management

586

Total Clients

Employees

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Registration Details

Accession: CRD-169659
Location: PENSACOLA, FL
Filing Date: March 29, 2026
AUM: $129.9M
Total Clients: 586
Employees: 5
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW Individuals

About this Adviser

SAFE HARBOR FIDUCIARY, LLC is a registered investment adviser headquartered in PENSACOLA, FL, managing approximately $129.9M in assets across 586 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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