Overview
Assets Under Management: $119 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 47
Average Client Assets: $2 million
Frequently Asked Questions
SAFRAN WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152161), SAFRAN WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
SAFRAN WEALTH ADVISORS, LLC is headquartered in NEW YORK, NY.
SAFRAN WEALTH ADVISORS, LLC serves 47 high-net-worth clients according to their SEC filing dated March 20, 2024. View client details ↓
According to their SEC Form ADV, SAFRAN WEALTH ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
SAFRAN WEALTH ADVISORS, LLC manages $119 million in client assets according to their SEC filing dated March 20, 2024.
According to their SEC Form ADV, SAFRAN WEALTH ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.99
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 406
Discretionary Accounts: 392
Non-Discretionary Accounts: 14
Regulatory Filings
CRD Number: 152161
Last Filing Date: 2024-03-20 00:00:00
Website: https://safranwealthadvisors.com