J. SAFRA ASSET MANAGEMENT CORPORATION

546 Fifth Avenue
New York City, New York 10036
Tel: 212-704-5553

About J. SAFRA ASSET MANAGEMENT CORPORATION

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.

Firm Information

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

Fee Structure

A percentage of AUM
Fixed fees
Other (% OF ASSETS UNDER CONSULTATION)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters
Other (INVESTMENT CONSULTING TO INVESTMENT MANAGERS)

Firm Client Information

	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

More Retirement Planning firms in New York City, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

Explore More Retirement Advisors in New York City, New York

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.