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⚲
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| Safran Wealth Advisors LLC
✚
| |
|---|---|
| CRD # | 152161 |
| SEC # | 801-70797 |
| CIK # | |
| AUM | $118.7 MM (2024-03-20) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 212-328-9530 |
| Address | 641 Lexington Ave New York, NY 10022 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 51 | 8.0 |
| (b) Individuals (high net worth individuals) | 52 | 110.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 406 | 118.7 |
| By Discretionary | ||
| Discretionary | 392 | 110.8 |
| Non-Discretionary | 14 | 8.0 |
| Total | 406 | 118.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.6 | |
| United States Persons | 117.1 | |
| Total | 406 | 118.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Preston F Sanders CHFC LLC
✚
|
GA | 0.1 |
|
Financial Consultants Group Inc
✚
|
GA | 0.1 |
|
Financial Legacy Management Inc
✚
|
AR | 0.1 |
|
Harold W Dance Inc
✚
|
UT | 0.1 |
|
Professional Wealth Management Services LLC
✚
|
NC | 0.1 |
|
Indfin LLC
✚
|
NJ | 0.1 |
|
Hawthorn Capital Management LLC
✚
|
CA | 0.1 |
|
Burr Financial Services LLC
✚
|
CA | 0.1 |
|
Runnymede Capital Advisors Inc
✚
|
OH | 0.1 |
|
Floyd Financial Group LLC
✚
|
MO | 0.1 |