Saffron Consulting Services LLC
RIAState Registered
Total AUM
$1.5M
Discretionary
$0
0% of AUM
Avg account
$750K
Accounts
2
Employees
1
Advisory reps
1
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 is a small, Arizona-based limited liability company that provides financial planning and pension consulting while also operating as an insurance broker. The firm serves an institutional client base and is owned by an individual. Its compensation mixes a percentage-of-AUM fee with hourly billing. The firm does not market itself as an ESG investor and is not set up as a multi-state advisory platform or a capital allocator.
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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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