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
By the Numbers
  • Total Assets Under Management
    142
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CT, FL, MA, NH, NY

Financial Advisors at Safir Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Andrew M. Safir
CRD#: 5951152
Greenland, NH

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 T. Safir
CRD#: 408951
Greenland, NH

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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