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
1515 Lincoln Ave, San Jose, CA 95125
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    36
    ACCOUNTS
  • 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
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.
Showing 1 - 2 of 2 top financial advisors.
1
Philip Nisonger, financial advisor San Jose CA
Philip G. Nisonger
CRD#: 802825
1515 Lincoln Ave, San Jose, CA 95125

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, financial advisor San Jose CA
Nilima Agrawal
CRD#: 5850452
1515 Lincoln Ave, San Jose, CA 95125

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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