SAFS LLC

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Assets, Funds, Holdings

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SAFS LLC
CRD #144405
SEC #801-124937
CIK #
AUM $148.8 M (2025-01-29)
Employees 2 (100% Investors, 0% Brokers)
Phone717-737-3488
Address1035 Mumma Road
Lemoyne, PA 17043
Source [IAPD] [Website]
Total AUM ($M)
15012090603002011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 210 63.3
(b) Individuals (high net worth individuals) 46 85.4
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 545 148.8
By Discretionary
Discretionary 0 0.0
Non-Discretionary 545 148.8
Total 545 148.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 148.8
Total 545 148.8
Comparable Firms State AUM ($B)
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Pearl Wealth LLC
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Stonekeep Investments LLC
0.1
North Shore Investment Consulting LLC
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LWM Advisors Inc
CA 0.1
Retirement Advisors Inc
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Investors Mosaic LLC
0.1
Stonefield Investment Advisory Inc
IA 0.1
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