Safe Harbor Intermediate, LLC is listed as Member at Safe Harbor Wealth Advisors, LLC in Dublin, OH. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Safe Harbor Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Safe Harbor Intermediate, LLC work?
Safe Harbor Intermediate, LLC is listed as Member at Safe Harbor Wealth Advisors, LLC on SEC Form ADV.
How much of Safe Harbor Wealth Advisors, LLC does Safe Harbor Intermediate, LLC own?
Form ADV reports a beneficial ownership band of Over 75%.