SAFE HARBOR ASSET MANAGEMENT, INC.
CRD #124787 SEC #801-79634 HUNTINGTON, NY 631-421-4341
SEC Registered
Total AUM
$33.8M
Discretionary
$33.8M
Employees
4
Clients
10
Accounts
44
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $33.8M | $33.8M | $0 | 4 | 4 |
| Feb 2025 | $33.8M | $33.8M | $0 | 4 | 2 |
| May 2024 | $34.7M | $34.7M | $0 | 4 | 7 |
| Mar 2024 | $34.7M | $34.7M | $0 | 5 | 0 |
| Sep 2023 | $34.3M | $34.3M | $0 | 5 | 0 |
| Mar 2023 | $34.3M | $34.3M | $0 | 5 | 0 |
| Mar 2023 | $34.3M | $34.3M | $0 | 5 | 0 |
| Oct 2022 | $43.3M | $43.3M | $0 | 7 | 0 |
| Mar 2022 | $43.3M | $43.3M | $0 | 7 | 0 |
| Mar 2021 | $31.9M | $31.9M | $0 | 5 | 22 |
| Dec 2020 | $49.7M | $25.4M | $24.3M | 3 | 0 |
| Jun 2020 | $49.7M | $25.4M | $24.3M | 3 | 0 |
| Feb 2020 | $49.7M | $25.4M | $24.3M | 3 | 0 |
| Feb 2019 | $46.6M | $23M | $23.6M | 3 | 0 |
| Feb 2018 | $44.5M | $24.5M | $20M | 3 | 0 |
| Nov 2017 | $38M | $23.6M | $14.4M | 3 | 0 |
| Feb 2017 | $35.1M | $22.1M | $12.9M | 3 | 26 |
| Mar 2016 | $25.9M | $25.9M | $0 | 3 | 26 |
| Nov 2015 | $29.6M | $29.6M | $0 | 2 | 26 |
| Sep 2015 | $29.6M | $29.6M | $0 | 2 | 26 |
| Mar 2015 | $29.6M | $29.6M | $0 | 2 | 26 |
| Apr 2014 | $29.4M | $29.4M | $0 | 3 | 11 |
DateFeb 2025
Total AUM$33.8M
Discretionary$33.8M
Non-Disc.$0
Employees4
Clients4
DateFeb 2025
Total AUM$33.8M
Discretionary$33.8M
Non-Disc.$0
Employees4
Clients2
DateMay 2024
Total AUM$34.7M
Discretionary$34.7M
Non-Disc.$0
Employees4
Clients7
DateMar 2024
Total AUM$34.7M
Discretionary$34.7M
Non-Disc.$0
Employees5
Clients0
DateSep 2023
Total AUM$34.3M
Discretionary$34.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$34.3M
Discretionary$34.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$34.3M
Discretionary$34.3M
Non-Disc.$0
Employees5
Clients0
DateOct 2022
Total AUM$43.3M
Discretionary$43.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2022
Total AUM$43.3M
Discretionary$43.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$31.9M
Discretionary$31.9M
Non-Disc.$0
Employees5
Clients22
DateDec 2020
Total AUM$49.7M
Discretionary$25.4M
Non-Disc.$24.3M
Employees3
Clients0
DateJun 2020
Total AUM$49.7M
Discretionary$25.4M
Non-Disc.$24.3M
Employees3
Clients0
DateFeb 2020
Total AUM$49.7M
Discretionary$25.4M
Non-Disc.$24.3M
Employees3
Clients0
DateFeb 2019
Total AUM$46.6M
Discretionary$23M
Non-Disc.$23.6M
Employees3
Clients0
DateFeb 2018
Total AUM$44.5M
Discretionary$24.5M
Non-Disc.$20M
Employees3
Clients0
DateNov 2017
Total AUM$38M
Discretionary$23.6M
Non-Disc.$14.4M
Employees3
Clients0
DateFeb 2017
Total AUM$35.1M
Discretionary$22.1M
Non-Disc.$12.9M
Employees3
Clients26
DateMar 2016
Total AUM$25.9M
Discretionary$25.9M
Non-Disc.$0
Employees3
Clients26
DateNov 2015
Total AUM$29.6M
Discretionary$29.6M
Non-Disc.$0
Employees2
Clients26
DateSep 2015
Total AUM$29.6M
Discretionary$29.6M
Non-Disc.$0
Employees2
Clients26
DateMar 2015
Total AUM$29.6M
Discretionary$29.6M
Non-Disc.$0
Employees2
Clients26
DateApr 2014
Total AUM$29.4M
Discretionary$29.4M
Non-Disc.$0
Employees3
Clients11