J. Safra Asset Management Corporation

RIASEC RegisteredEst. 2004

Total AUM

$6.3B

Discretionary

$6.2B

98% of AUM

Avg account

$1.8M

Accounts

3,440

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 131243
Registered since: April 15, 2004
Website: www.jsinvestments.com
Custodians: THE BANK OF NEW YORK MELLON, SAFRA SECURITIES LLC, FIDELITY DISTRIBUTORS COMPANY LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI89.11%
Pooled Investment Vehicles3.89%
Corporations / Businesses3.87%
Individuals2.41%
Insurance Companies0.72%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

J. Safra Asset Management Corporation is a corporate investment adviser that has been SEC-registered since 2004. The firm acts as a capital allocator for individuals, families and institutional clients and offers a mix of portfolio management and financial planning services. Its advisory scope includes discretionary portfolio management for individuals and pooled vehicles, management for businesses or institutions, and the selection of external advisers. Fee arrangements include percentage-of-AUM, fixed fees and other structures. The firm is not an active ESG investor and is identified as a domestic entity/individual owner. Its activities extend into several financial-service roles through industry affiliations that include broker-dealer, bank/thrift, trust company, insurer and sponsor/GP of pooled investment vehicles.