Safir Wealth Advisors, LLC
Firm details
- Headquarters
- ,
- CRD number
- 285848
- Registered since
- December 6, 2016
- Website
- www.safiradvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI95.43%
- Individuals4.57%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Safir Wealth Advisors, LLC is an independent registered investment adviser formed in 2016 and organized as an LLC with individual ownership. The firm serves primarily individuals and families, offering financial planning and portfolio management geared toward individuals and small businesses. Its fee model includes a percentage-of-AUM component along with hourly and fixed-fee arrangements. Safir does not market itself as an ESG-driven investor, is not a pension consultant, and is not classified as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities75%
- US Government Bonds11%
- Public Funds/Mutual Funds7%
- Cash & Cash Equivalents7%
Owners & executives
1 of 1
Edwin Safir
Principal And Chief Compliance OfficerCRD 408951
Contacts
1 of 1
Andrew Safir
PrincipalCRD 5951152
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 10Active vs passive
$152M in ETFs
92%
$139M
0%
$12.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $64.1M | 93,397 | 42.21% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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