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Building 2SAFIR WEALTH ADVISORS, LLC

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Phone(603) 430-6001
NotebookSEC #801-108709
Total AUM
$198.2M
Employees
2
Clients
67

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM -- 5:00PM
Monday - Friday
Phone
(603) 430-6001

ReceiptFinancials

Total AUM
$198.2M
Accounts
186
Discretionary
$198.2M
Accounts
186
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
18
AUM
$9.1M
HNW Individual Clients
49
AUM
$189.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

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Disclosures

None reported

State Registrations
CTFLMANHNY

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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