Safe Money Solutions, LLC

RIASEC Registered

Total AUM

$72.3M

Discretionary

0% of AUM

Avg account

$10.3M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Safe Money Solutions, LLC is an institutional registered investment adviser organized as an LLC that focuses on providing advisory services to institutional clients. The firm identifies itself as a capital allocator and provides pension consulting and the selection of other advisers as core advisory activities. Its fee model includes a percentage-of-AUM component and other fee arrangements. The firm does not position itself as an ESG investor and lists an affiliation with an insurance company.