SAFE HARBOR FIDUCIARY, LLC
CRD #169659 SEC #801-121650 PENSACOLA, FL 850-435-4844
SEC Registered
Total AUM
$132M
Discretionary
$132M
Employees
5
Clients
0
Accounts
530
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $132M | $132M | $0 | 5 | 0 |
| Jan 2024 | $112.5M | $112.5M | $0 | 5 | 0 |
| Aug 2023 | $106.2M | $106.2M | $0 | 4 | 0 |
| Mar 2023 | $106.2M | $106.2M | $0 | 4 | 0 |
| Jan 2023 | $106.2M | $106.2M | $0 | 3 | 0 |
| Oct 2022 | $109.8M | $109.8M | $0 | 3 | 0 |
| Feb 2022 | $111.4M | $111.4M | $0 | 1 | 0 |
| Jun 2021 | $106.8M | $106.8M | $0 | 1 | 1 |
DateMar 2025
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees5
Clients0
DateJan 2024
Total AUM$112.5M
Discretionary$112.5M
Non-Disc.$0
Employees5
Clients0
DateAug 2023
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees4
Clients0
DateJan 2023
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees3
Clients0
DateOct 2022
Total AUM$109.8M
Discretionary$109.8M
Non-Disc.$0
Employees3
Clients0
DateFeb 2022
Total AUM$111.4M
Discretionary$111.4M
Non-Disc.$0
Employees1
Clients0
DateJun 2021
Total AUM$106.8M
Discretionary$106.8M
Non-Disc.$0
Employees1
Clients1