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| Safford Nicholas H & Co Inc
✚
| |
|---|---|
| CRD # | 104740 |
| SEC # | 801-19482 |
| CIK # | |
| AUM | $1.8 BB (2024-05-10) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 978-546-2462 |
| Address | 9 Cleaves Street Rockport, MA 01966-1520 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 28 | 13.3 |
| (b) Individuals (high net worth individuals) | 128 | 1,744.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 2 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 156 | 1,758.1 |
| By Discretionary | ||
| Discretionary | 6 | 54.4 |
| Non-Discretionary | 150 | 1,703.7 |
| Total | 156 | 1,758.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 13.3 | |
| United States Persons | 1,744.8 | |
| Total | 156 | 1,758.1 |
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|---|---|---|
|
Sonora Investment Management Group LLC
✚
|
AZ | 2.0 |
|
Avalor Investment AG
✚
|
1.9 | |
|
Unison Advisors LLC
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DC | 1.9 |
|
LBMC Investment Advisors LLC
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|
TN | 1.8 |
|
Angeles Wealth Management LLC
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CA | 1.8 |
|
Maloon Powers Pitre Higgins & Dennehy LLC
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CA | 1.7 |
|
Minot Deblois Advisors LLC
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|
MA | 1.7 |
|
Gemmer Asset Management LLC
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|
CA | 1.7 |
|
Trumbower Financial Advisors LLC
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|
MD | 1.7 |
|
Terry McDaniel & Company
✚
|
TX | 1.6 |