J. Safra Asset Management Corporation
New York City, NY·SEC-registered · CRD #131243
J. Safra Asset Management Corporation is an SEC-registered investment advisory firm in New York City, NY managing $6.3B across 3.5k client accounts, with 13 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$6.3B
Client accounts
3.5k
Advisory staff
13
Fee model
Fee-based
How J. Safra Asset Management Corporation is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about J. Safra Asset Management Corporation
How much does J. Safra Asset Management Corporation manage?
Per its most recent SEC Form ADV filing (03/31/2026), J. Safra Asset Management Corporation reports $6.3B in regulatory assets under management across roughly 3.5k client accounts.
How does J. Safra Asset Management Corporation charge?
J. Safra Asset Management Corporation is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is J. Safra Asset Management Corporation a fiduciary?
Yes. J. Safra Asset Management Corporation is registered with the U.S. Securities and Exchange Commission (CRD #131243), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is J. Safra Asset Management Corporation taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks J. Safra Asset Management Corporation and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in New York City, NY
Profile compiled from J. Safra Asset Management Corporation's public SEC Form ADV filing (CRD #131243, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of J. Safra Asset Management Corporation. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with J. Safra Asset Management Corporation? Claim this profile.