Safdié Investment Services Corp. is a large advisory firm based in New York. It manages $112 million of regulatory assets for 86 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Florida and New York.
Safdié Investment Services Corp provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Safdié Investment Services Corp. is $112 million. The firm's AUM has grown by 548% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Safdié Investment Services Corp. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David J. Minder has been acting as President since 1 Feb 2002. Julius J Vorchheimer joined the executive team most recently as the Chief Compliance Officer /Director Of Trading/Rosfp/Executive Committee Member.
The principal office where Safdié Investment Services Corp. performs its advisory services is located at 360 Madison Avenue,19 Th Floor, New York, NY 10017, which is also the mailing address of the firm. An additional office of the firm is in Aventura, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 212-457-8600 or by fax 212-759-4685. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at safdieny.com (in development).