SAFIR WEALTH ADVISORS, LLC

SAFIR WEALTH ADVISORS, LLC is an SEC-registered investment adviser (CRD 285848). Regulatory assets under management: $198.2M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (7)

NameRoleLocation
Andrew Maxwell SafirMEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER
Edwin Theodore SafirMEMBER, PRINCIPAL
WINN CHRISTOPHER EDWARDINTERIM CHIEF COMPLIANCE OFFICER
SAFIR ANDREW MMEMBER, PRINCIPAL
SAFIR EDWIN TMEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER
SAFIR ANDREW MAXWELLMEMBER, PRINCIPAL; MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER
SAFIR EDWIN THEODOREMEMBER, PRINCIPAL; MEMBER, PRINCIPAL AND CHIEF COMPLIANCE OFFICER

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