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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCCAGHREN, SCOTT, RYAN | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| MCCAGHREN, SCOTT, RYAN | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| MCCAGHREN, SCOTT, RYAN | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| MCCAGHREN, SCOTT, RYAN | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| MCCAGHREN, SCOTT, RYAN | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| MCCAGHREN, SCOTT, RYAN | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| MCCAGHREN, SCOTT, RYAN | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| MCCAGHREN, SCOTT, RYAN | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| MCCAGHREN, SCOTT, RYAN | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| MCCAGHREN, SCOTT, RYAN | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (4)
AL FL GA TX
Address
700 SOUTH PALAFOX STREETSUITE 300
PENSACOLA, FL 32502
United States
Phone: 850-435-4844