Question 1

What services does Joseph Yacoub Family-Safra offer?

Accepted Answer

Joseph Yacoub Family-Safra specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK CITY, New York for a consultation.

Question 2

What are Joseph Yacoub Family-Safra's credentials?

Accepted Answer

Joseph Yacoub Family-Safra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Question 3

Where is Joseph Yacoub Family-Safra located?

Accepted Answer

Joseph Yacoub Family-Safra 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.

Question 4

How does Joseph Yacoub Family-Safra charge for services?

Accepted Answer

Joseph Yacoub Family-Safra'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.

Question 5

How large is J. SAFRA ASSET MANAGEMENT CORPORATION?

Accepted Answer

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.

Joseph Yacoub Family-Safra

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