Safe Money Inc.
Safe Money Inc. (CRD# 285163) is a financial advisory firm headquartered in San Jose, CA. They manage $19,315,930 in 41 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management19MILLION
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Total Number of Accounts41ACCOUNTS
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Average Account Value$471,120
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
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 28 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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