ASSET MANAGEMENT SERVICES, INC.
Doing business as SAFE HARBOR RETIREMENT PLANNERS. SEC Form ADV profile.
Total regulatory AUM
$108,670,330
Discretionary
$108,670,330
Non-discretionary
$0
Firm details
- CRD number
- 110803
- SEC file number
- 801-136596
- Employees
- 4
- SEC status
- Approved
- Website
- HTTP://SHRETIREMENT.COM
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.