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Building 2SAFRAN WEALTH ADVISORS, LLC

Map pinNEW YORK, NY
Phone212-328-9530
NotebookSEC #801-70797
Total AUM
$132.9M
Employees
2
Clients
98

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
641 LEXINGTON AVE.
14TH FLOOR
NEW YORK
NY 10022
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Phone
212-328-9530

ReceiptFinancials

Total AUM
$132.9M
Accounts
425
Discretionary
$132.9M
Accounts
425
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
51
AUM
$11M
HNW Individual Clients
47
AUM
$121.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLANJNYTX

HandshakeAffiliates

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

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