Szafran Capital Management, LLC

Szafran Capital Management, LLC (CRD# 146157) is a financial advisory firm headquartered in , . They manage $11,906,428 in 54 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    54
    ACCOUNTS
  • Average Account Value
    $220,489
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.

TX

Financial Advisors at Szafran Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Stanley Szafran, financial advisor Rowlett TX
Stanley R. Szafran
CRD#: 4325504
Rowlett, TX

Stanley Szafran (CRD# 4325504) is an Investment Advisor Representative working at Szafran Capital Management, LLC in Rowlett, TX and has over 22 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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