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Joseph Yacoub Family-Safra

J. SAFRA ASSET MANAGEMENT CORPORATION·NEW YORK CITY, New York
Unclaimed Profile
546 FIFTH AVENUE, NEW YORK CITY, NY 10036CRD# 3262207Firm CRD# 131243
01

About

Joseph Yacoub Family-Safra is a registered financial advisor based in NEW YORK CITY, New York, affiliated with J. SAFRA ASSET MANAGEMENT CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
J. SAFRA ASSET MANAGEMENT CORPORATION
J. SAFRA ASSET MANAGEMENT CORPORATION
AUM
$3.7B
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at J. SAFRA ASSET MANAGEMENT CORPORATION →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Market timing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: % OF ASSETS UNDER CONSULTATION
Regulatory
SEC/IARD CRD# 3262207
Firm CRD# 131243
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Yacoub Family-Safra offer?
Joseph Yacoub Family-Safra specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK CITY, New York for a consultation.
What are Joseph Yacoub Family-Safra's credentials?
Joseph Yacoub Family-Safra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Yacoub Family-Safra located?
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.
How does Joseph Yacoub Family-Safra charge for services?
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.
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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