Safe Money Solutions, LLC
Firm details
- Headquarters
- ,
- CRD number
- 283832
- Website
- yoursafemoneysolution.com
- Custodians
- PRINCIPAL SECURITIES, INC., THE VANGUARD GROUP, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Other
- Client types
- Pension & Profit Sharing Plans99.73%
- Individuals0.27%
- Services
- Pension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Safe Money Solutions, LLC is an individually owned limited liability company that serves institutional clients and functions as a capital allocator. The firm reports advisory capabilities that include pension consulting services and the selection of other advisers, and it is affiliated with an insurance company. Fee arrangements include a percentage-of-assets-under-management component plus other fee structures. The adviser is not characterized as an active ESG investor, and the record provided does not include a disclosed SEC registration year.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
2 of 2
Anthony Trupiano
CEO & FounderCRD 4440004
Sallyanne Trupiano
Co-Founder & CFOCRD 6648989
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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