Szafran Capital Management, LLC

Overview

Szafran Capital Management, LLC is an independent registered investment advisor that focuses on providing financial planning services and portfolio management for individuals and small businesses. The firm operates as a limited liability company and is owned by an individual. Szafran Capital Management does not classify itself as a capital allocator and does not engage in active ESG investing. The firm has established a client base primarily composed of individuals and families, offering a fee structure that includes a percentage of assets under management, hourly charges, and fixed fees.

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Public Holdings

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Location & Offices