Safir Wealth Advisors, LLC
Safir Wealth Advisors, LLC (CRD# 285848) is a financial advisory firm headquartered in , . They manage $141,742,042 in 70 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Safir Wealth Advisors, LLC
By the Numbers
-
Total Assets Under Management142MILLION
-
Total Number of Accounts70ACCOUNTS
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Average Account Value$2,024,886
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- 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.
CT, FL, MA, NH, NY
Financial Advisors at Safir Wealth Advisors, LLC
1
Andrew Safir (CRD# 5951152) is a Financial Advisor working at Safir Investments, LLC in Greenland, NH and has 3 year of experience in the financial services industry. Safir Investments LLC is associated with Coburn & Meredith, Inc.
2
Edwin Safir (CRD# 408951) is an Investment Advisor Representative working at Safir Wealth Advisors, LLC in Greenland, NH and has over 40 years of experience in the finance industry.
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