Safe Money Inc.
Safe Money Inc. (CRD# 285163) is a financial advisory firm headquartered in San Jose, CA. They manage $17,155,670 in 36 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Safe Money Inc.
By the Numbers
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Total Assets Under Management17MILLION
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Total Number of Accounts36ACCOUNTS
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Average Account Value$476,546
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

Registered Investment Advisor
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
Financial Advisors at Safe Money Inc.
1
Philip Nisonger (CRD# 802825) is an Investment Advisor Representative working at Safe Money Inc. in San Jose, CA and has over 27 years of experience in the finance industry.
2
Nilima Agrawal (CRD# 5850452) is an Investment Advisor Representative working at Safe Money Inc. in San Jose, CA and has over 12 years of experience in the finance industry.
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