Safir Wealth Advisors, LLC

RIASEC RegisteredEst. 2016
Total AUM
$198M
Discretionary
$198M
100% of AUM
Avg account
$1.1M
Accounts
186
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
285848
Registered since
December 6, 2016
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI95.43%
  • Individuals4.57%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Safir Wealth Advisors, LLC is an independent registered investment adviser formed in 2016 and organized as an LLC with individual ownership. The firm serves primarily individuals and families, offering financial planning and portfolio management geared toward individuals and small businesses. Its fee model includes a percentage-of-AUM component along with hourly and fixed-fee arrangements. Safir does not market itself as an ESG-driven investor, is not a pension consultant, and is not classified as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, US Government Bonds 11%, Public Funds/Mutual Funds 7%, Cash & Cash Equivalents 7%75%
  • Exchange Traded Equities75%
  • US Government Bonds11%
  • Public Funds/Mutual Funds7%
  • Cash & Cash Equivalents7%

Owners & executives

1 of 1
  • Edwin Safir

    Edwin Safir

    Principal And Chief Compliance OfficerCRD 408951

Contacts

1 of 1
  • Andrew Safir

    Andrew Safir

    PrincipalCRD 5951152

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 10

Active vs passive

$152M in ETFs

Passive

92%

$139M

Active

0%

$12.9M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$64.1M93,39742.21%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth