Overview
Assets Under Management: $119 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 47
Average Client Assets: $2 million
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