J. Safra Asset Management Corporation

RIASEC Registered

Total AUM

$6.3B

Discretionary

$6.2B

98% of AUM

Avg account

$1.8M

Accounts

3,440

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 131243
Registered since: April 15, 2004
Website: www.jsinvestments.com
Custodians: THE BANK OF NEW YORK MELLON, SAFRA SECURITIES LLC, FIDELITY DISTRIBUTORS COMPANY LLC, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI89.11%
Pooled Investment Vehicles3.89%
Corporations / Businesses3.87%
Individuals2.41%
Insurance Companies0.72%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

J. Safra Asset Management Corporation is an SEC-registered investment adviser (registered in 2004) that manages assets for both individual/family clients and institutional investors. The firm acts as a capital allocator and provides a mix of services including financial planning, portfolio management for individuals, pooled vehicles and institutions, and the selection of other advisers. Its fees include percentage-of-AUM arrangements as well as fixed and other fee structures. The firm does not identify as an active ESG investor.