Active
SAFIR WEALTH ADVISORS, LLC
Investment Advice
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$176.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 176.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 285848 |
| SEC Number | 801-108709 |
| Phone | (603) 430-6001 |
| Total Employees | 2 |
Client Count by Type (69 Total)
| Category | Value |
|---|---|
| High Net Worth Individual… | 47 |
| Individuals (other than H… | 22 |
County data not available for this organization.