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Carlos Cesar Bertaco Bonfim

J. SAFRA ASSET MANAGEMENT CORPORATION·NEW YORK CITY, New York
Clean recordJ. SAFRA ASSET MANAGEMENT CORPORATION
546 FIFTH AVENUE, NEW YORK CITY, NY 10036CRD# 4705819Firm CRD# 131243

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carlos Cesar Bertaco Bonfim · NEW YORK CITY, NY
Registration
CRD #4705819 · J. SAFRA ASSET MANAGEMENT CORPORATION
Brand Profile
Not yet started
01

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

02

Firm Overview

Firm
J. SAFRA ASSET MANAGEMENT CORPORATION
CRD 131243 · SEC 801-63032
AUM
$3.7B
Regulatory assets under management
Employees
19
2,575 client accounts
Services offered by J. SAFRA ASSET MANAGEMENT CORPORATION
Per Form ADV
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Market timing services
Other
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
View all advisors at J. SAFRA ASSET MANAGEMENT CORPORATION →
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Frequently Asked Questions

What services does Carlos Cesar Bertaco Bonfim offer?
Carlos Cesar Bertaco Bonfim specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK CITY, New York for a consultation.
What are Carlos Cesar Bertaco Bonfim's credentials?
Carlos Cesar Bertaco Bonfim is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carlos Cesar Bertaco Bonfim located?
Carlos Cesar Bertaco Bonfim is based in NEW YORK CITY, New York, working with J. SAFRA ASSET MANAGEMENT CORPORATION. Their office serves clients in the NEW YORK CITY metropolitan area and surrounding communities.
How does Carlos Cesar Bertaco Bonfim charge for services?
Carlos Cesar Bertaco Bonfim's firm is compensated through percentage of aum, subscription fees, other: % of assets under consultation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is J. SAFRA ASSET MANAGEMENT CORPORATION?
J. SAFRA ASSET MANAGEMENT CORPORATION has approximately 19 employees and manages $3.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at J. SAFRA ASSET MANAGEMENT CORPORATION

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Joseph Yacoub Family-Safra
NEW YORK CITY, NY
Rafaelo Colombo
NEW YORK CITY, NY

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