J. Safra Asset Management Corporation

J. Safra Asset Management Corporation (CRD# 131243) is a financial advisory firm headquartered in New York, NY. They manage $1,037,455,913 in 529 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,037
    MILLION
  • Total Number of Accounts
    529
    ACCOUNTS
  • Average Account Value
    $1,961,164
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at J. Safra Asset Management Corporation
Showing 1 - 3 of 3 top financial advisors.
1
Basilio P. Lukis
CRD#: 4501831
546 Fifth Avenue, New York, NY 10036
90
Wealthminder
score

Basilio Lukis (CRD# 4501831) is an Investment Advisor Representative working at J. Safra Asset Management Corporation in New York, NY and has 1 year of experience in the finance industry.

2
Taissa Maleh
CRD#: 6406838
546 Fifth Avenue, New York, NY 10036
90
Wealthminder
score

Taissa Maleh (CRD# 6406838) is an Investment Advisor Representative working at J. Safra Asset Management Corporation in New York, NY and has over 3 years of experience in the finance industry.

3
Adriano D. Vieira
CRD#: 6412363
546 Fifth Avenue, New York, NY 10036
89
Wealthminder
score

Adriano Vieira (CRD# 6412363) is an Investment Advisor Representative working at J. Safra Asset Management Corporation in New York, NY and has over 2 years of experience in the finance industry.

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