Safran Wealth Advisors, LLC

Safran Wealth Advisors, LLC (CRD# 152161) is a financial advisory firm headquartered in New York, NY. They manage $118,713,237 in 406 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
641 Lexington Ave., 14th Floor, New York, NY 10022
https://www.linkedin.com/in/erikasafran
By the Numbers
  • Total Assets Under Management
    119
    MILLION
  • Total Number of Accounts
    406
    ACCOUNTS
  • Average Account Value
    $292,397
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.

CA, CT, FL, LA, NJ, NY, TX

Financial Advisors at Safran Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Erika Safran, financial advisor New York NY
Erika Safran
CRD#: 2007514
641 Lexington Ave., 14th Floor, New York, NY 10022

Erika Safran (CRD# 2007514) is an Investment Advisor Representative working at Safran Wealth Advisors, LLC in New York, NY and has over 34 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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