Saffron Consulting Services LLC
Firm details
- Headquarters
- ,
- CRD number
- 255788
- Custodians
- EMPOWER FINANCIAL SERVICES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Financial PlanningPension Consulting
Firm profile
FINTRXOverview
Saffron Consulting Services LLC operates as a limited liability company primarily serving institutional clients. The firm focuses on financial planning services, pension consulting, and educational seminars. While it does not engage in active ESG investing, Saffron Consulting provides a range of advisory activities, including insurance brokerage. The firm employs a fee structure based on a percentage of assets under management and fixed fees, reflecting its commitment to aligning its interests with those of its clients.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities30%
- Non-Exchange Traded Equities20%
- US Government Bonds20%
- Investment Grade Corp Bonds20%
- Cash & Cash Equivalents10%
Contacts
1 of 1
Matthew Sylvester
Investment Advisor RepresentativeCRD 4741562
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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