J. Safra Asset Management Corporation

J. Safra Asset Management Corporation (CRD# 131243) is a financial advisory firm headquartered in New York City, NY. They manage $3,464,744,986 in 2,623 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,465
    MILLION
  • Total Number of Accounts
    2,623
    ACCOUNTS
  • Average Account Value
    $1,320,909
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
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.

CA, DE, FL, NY

Financial Advisors at J. Safra Asset Management Corporation
Showing 1 - 2 of 2 top financial advisors.
1
Adriano D. Vieira
CRD#: 6412363
546 Fifth Avenue, New York City, NY 10036

Adriano Vieira (CRD# 6412363) is an Investment Advisor Representative working at J. Safra Asset Management Corporation in New York City, NY and has over 5 years of experience in the finance industry.

2
Fernanda B. Araujo
CRD#: 5307300
3050 Aventura Blvd, Aventura, FL 33180

Fernanda Araujo (CRD# 5307300) is an Investment Advisor Representative working at J. Safra Asset Management Corporation in Aventura, FL and has over 3 years of experience in the finance industry.

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