| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Maxwell Safir Control | Member, Principal And Chief Compliance Officer | 50-75% | 2017 |
| Edwin Theodore Safir Control | Member, Principal | 50-75% | 2017 |
Safir Wealth Advisors, LLC reports $198.2 million in regulatory assets under management on its Form ADV.
Safir Wealth Advisors, LLC reports 2 employees.
Safir Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | (603) 430-6001 |
| Office hours | 9:00a.m. -- 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1830103 |
| Discloses disciplinary history | No |
| Discretionary | $198.2M |
| Non-discretionary | $0 |
| Total (RAUM) | $198.2M |