Network·Venture Capital
📍 HUNTINGTON, NY
SEC CRD #801-79634
Safe Harbor Asset Management is a fee-only SEC registered investment adviser specializing in investment-grade property alternatives for 1031 exchanges and wealth management for affluent clients. They provide discretionary and non-discretionary advisory accounts utilizing modern portfolio theory and strategic asset allocation.
STEPHEN K. DAVIS
MANAGING MEMBER
📞 (631) 421-4341
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AUM
$27M
Location
HUNTINGTON, NY
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