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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2017
- Office Locations
- 1
Office Locations
About Safe Money Inc.
Safe Money Inc. is a San Jose, CA advisory firm serving individuals and families with holistic financial planning, including retirement and estate planning, wills and trusts support, tax services/preparation, home refinancing guidance, and life insurance. The team uses analysis to build and periodically review goal-aligned investment strategies, with reported SMA assets primarily in ETFs. Custodies with Interactive Brokers.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
Nilima Agrawal
Registered Investment Advisor, VICE PRESIDENT
- CRD
- #5850452
- Ownership
- 50% but less than 75%
PHILIP GEORGE NISONGER
President
- CRD
- #802825
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,305,177 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,305,177 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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