SAFRAN WEALTH ADVISORS, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 152161
- Registered since
- November 18, 2009
- Website
- www.safranwealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI91.74%
- Individuals8.26%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Safran Wealth Advisors, LLC is an independent registered investment adviser structured as a limited liability partnership and SEC-registered since 2009. The firm serves individual and family clients, offering financial planning and discretionary portfolio management geared toward individuals and small businesses. Compensation mixes asset-based fees with hourly and fixed-fee arrangements. Safran does not present itself as a capital allocator or pension consultant and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
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 Funds51%
- Exchange Traded Equities45%
- Cash & Cash Equivalents4%
Contacts
1 of 1ERIKA SAFRAN
PrincipalCRD 2007514
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
NEW YORK
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- NEW YORK
- Address
- 641 Lexington Ave
- Time zone
- ET (UTC-5)
- Office locations
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