546 Fifth Avenue 
New York City, New York 10036
Tel: 212-704-5553
J SAFRA ASSET MANAGEMENT CORPORATION, formally registered with the SEC as J SAFRA ASSET MANAGEMENT CORPORATION. The firm was established in 04/15/2004. They have over 3 offices throughout the country.
J. SAFRA ASSET MANAGEMENT CORPORATION is a New York City, New York based Financial Planning firm with nearly $3,678,266,561 assets under management, offering retirement planning & investment advisory services to 2575 clients. The firm is staffed with 19 experienced financial planners.
| SEC Current Status | Approved | 
|---|---|
| Firm CRD# | 131243 | 
| SEC# | 801-63032 | 
| Assets Managed by Firm | $3,678,266,561 | 
| No. of Clients | 2575 | 
| No. of Advisors | 19 | 
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2575 | $3,678,266,561 | 
| Individuals (other than high net worth individuals) | 320 | $124,787,196 | 
| High net worth individuals | 2166 | $3,090,379,780 | 
| Corporations or other businesses | 88 | $422,578,564 | 
| Firm Name | Assets Under Management | Total Clients | Total Advisors | 
|---|---|---|---|
| $2,549,092,782,514 | 92898 | 3167 | |
| $1,661,286,615,154 | 189311 | 1305 | |
| $1,288,497,806,439 | 2184 | 6407 | |
| $869,677,370,186 | 306 | 221 | |
| $535,031,832,553 | 25406 | 492 | 
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