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J. SAFRA ASSET MANAGEMENT CORPORATION
J. SAFRA ASSET MANAGEMENT CORPORATION
NEW YORK CITY, New York
·
17 registered advisors
·
CRD# 131243
SEC# 801-63032
2
212-704-5553
01
Firm Overview
AUM
$3.7B
Regulatory assets under management
Employees
19
Total firm employees
Advisors
17
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Market timing services
Other
Compensation
Percentage of AUM
Subscription fees
Other: % OF ASSETS UNDER CONSULTATION
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at J. SAFRA ASSET MANAGEMENT CORPORATION
17 registered advisors
Carlos Cesar Bertaco Bonfim
NEW YORK CITY, New York
CRD# 4705819
David Joseph Safra
NEW YORK CITY, New York
CRD# 6829502
Esther Safra Dayan
NEW YORK CITY, New York
CRD# 7888934
Fernanda Bomfim Araujo
NEW YORK CITY, New York
CRD# 5307300
Frank Wanzor
NEW YORK CITY, New York
CRD# 2628672
Jacob Joseph Safra
NEW YORK CITY, New York
CRD# 6829504
Joseph Yacoub Family-Safra
NEW YORK CITY, New York
CRD# 3262207
Mark Steven Grunwald
NEW YORK CITY, New York
CRD# 3262204
Michael Seth Rubinoff
NEW YORK CITY, New York
CRD# 2088539
Nancy Maisto
NEW YORK CITY, New York
CRD# 2580089
Parin Harendra Tolia
NEW YORK CITY, New York
CRD# 3237719
Patrick Godefroy Barros
NEW YORK CITY, New York
CRD# 4943151
Rafaelo Colombo
NEW YORK CITY, New York
CRD# 6054935
Sigmund Peter Javier
NEW YORK CITY, New York
CRD# 6002619
Simoni Passos Morato
NEW YORK CITY, New York
CRD# 5568481
Sokol Takaj
NEW YORK CITY, New York
CRD# 5759297
Vicky Safra
NEW YORK CITY, New York
CRD# 7487998
05
Office Locations
NEW YORK CITY, New York
17 advisors
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Data sourced from SEC Form ADV filings. J. SAFRA ASSET MANAGEMENT CORPORATION (CRD# 131243) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.