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, owner-operated registered investment adviser that has been SEC-registered since 2016. The firm serves individuals and families, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangement includes a percentage-of-AUM model alongside hourly and fixed-fee options. Safir is not positioned as a capital allocator, does not emphasize ESG investing, and is classified as a limited liability company under individual ownership.
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
$154M in ETFs
92%
$141M
0%
$12.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $66M | 94,209 | 42.84% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Hoffmann Hermanson
RIADenver, CO
Welch Financial Planning, LLC
RIABoulder, CO
Newport Investment Advisors Inc
RIABeachwood, OH
PMG Wealth Management
RIAHawthorn Woods, IL
TFJ Management, LLC
RIASomerville, MA
Feynman Point Asset Management
RIANew York, NY