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Safe Harbor Asset Management Logo
Safe Harbor Asset Management CB Rank
1716993
Heat Score
41
Safe Harbor Asset Management provides wealth management, tax mitigation, and financial services.
Founded
obfuscation
Private Huntington, Indiana, United States1-10 investsafeharbor.com/
Asset Management
Finance
Financial Services
Wealth Management
Overview

Safe Harbor Asset Management
Heat Score
41

Growth Score
pts
in past quarter
Heat Score 41
-4 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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About Safe Harbor Asset Management

CB Rank
1716993
Safe Harbor Asset Management provides wealth management, tax mitigation, and financial services.
Founded
obfuscation
Private Huntington, Indiana, United States1-10 investsafeharbor.com/
Asset Management
Finance
Financial Services
Wealth Management

Key People

Details

Legal Name Safe Harbor Asset Management, Inc.
Operating Status Active
Company Type For Profit
Founders  Stephen K. Davis
Phone Number +1 631-421-4341
Contact Email info@InvestSafeHarbor.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Wealth Management Services
Management of family wealth through discretionary and non-discretionary advisory accounts, focusing on investment consultation, advanced planning, and relationship management.
1031 Exchange Services with Delaware Statutory Trusts (DSTs)
Facilitation of tax-deferred real estate exchanges using Delaware Statutory Trusts as investment-grade replacement properties for 1031 Exchanges.

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 1 Contacts 3

Employee Profiles

News
Technology
View Tech Report

IT Spend

$69.8KThis year, Safe Harbor Asset Management is projected to spend $69.8K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
LinkedIn Logo
LinkedIn
85
Retirement / Pre-Retirement Planning Logo
Retirement / Pre-Retirement Planning
83
Retirement Planning Logo
Retirement Planning
83

Actively Used Products

24Safe Harbor Asset Management uses 24 technology products and services including HTML5, Lightbox, and  Bootstrap, according to G2 Stack.

Active Website Tech Count

4Safe Harbor Asset Management is actively using 4 technologies for its website, according to BuiltWith. These include IPv6, Cloudflare Network Error Logging, and  Envoy.
Sub-Organizations
Frequently Asked Questions

Where is Safe Harbor Asset Management's headquarters? Safe Harbor Asset Management is located in Huntington, Indiana, United States.Who are Safe Harbor Asset Management's competitors? Alternatives and possible competitors to Safe Harbor Asset Management may include Bluerock, Kay Properties and Investments, and  kpi.com Software Inc.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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