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SAFE HARBOR RETIREMENT PLANNERS
Legal name: ASSET MANAGEMENT SERVICES, INC.
CRD 110803File 801-136596
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$108.7M
Bottom 25% of cohort (national)
Discretionary AUM
$108.7M
Clients
296
658 accounts
Employees
4
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Jun 26, 2026
- Principal office
- Not reported
- Phone
- 410-538-6800
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $108.7M
- Discretionary AUM
- $108.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 658
- Non-discretionary accounts
- 0
- Total accounts
- 658
- AUM per client
- $367K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 41 | $44.0M |
| Individuals (other than high net worth individuals) | 255 | $64.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D1
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.