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
1515 Lincoln Ave, San Jose, CA 95125
https://safemoneyinvest.com/
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    41
    ACCOUNTS
  • 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
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 28 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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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