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Safran Wealth Advisors, LLC

● SEC registered since 2009CRD 152161SEC# 801-70797New York, NY
Export (members)
Reg. AUM
$118.3M
Employees
2
Accounts
405
Location
New York, NY

Safran Wealth Advisors, LLC assets under management

Safran Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in New York, NY. The firm has been registered since 2009. It reports $118.3 million in regulatory assets under management and employs 2 people.
www.safranwealthadvisors.comView on SEC.gov ↗

Safran Wealth Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Erika Safran ControlCeo/Chief Compliance OfficerOver 75%2009

Frequently asked questions

How much does Safran Wealth Advisors, LLC manage?

Safran Wealth Advisors, LLC reports $118.3 million in regulatory assets under management on its Form ADV.

How many employees does Safran Wealth Advisors, LLC have?

Safran Wealth Advisors, LLC reports 2 employees.

Where is Safran Wealth Advisors, LLC located?

Safran Wealth Advisors, LLC is based in New York, NY and has been SEC-registered since 2009.

Does Safran Wealth Advisors, LLC disclose fund performance?

Safran Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address641 Lexington Ave., 14th Floor, New York, NY 10022
Phone212-328-9530
Office hours9:00 a.m.-5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$118.3M
Non-discretionary$0
Total (RAUM)$118.3M