Overview
Assets Under Management: $4.6 billion
Headquarters: NEW YORK CITY, NY
High-Net-Worth Clients: 2,581
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2,581
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.96
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,955
Discretionary Accounts: 2,943
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 131243
Filing ID: 1996065
Last Filing Date: 2025-06-05 13:23:00
Website: https://safra.com