$205.3M Total AUM
$205.3M Disc. AUM
-- 3Y CAGR
1 Employees
90 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-13-2017
- Office Locations
- 1
Office Locations
-- Denver NC
About Safebridge LLC
Safebridge LLC is a founder-led RIA run by Jack Zarinsky, CFP, focused on retirement financial planning delivered for a flat fee with clear cost disclosure. The firm builds and manages portfolios primarily using ETFs, with planning that can incorporate tax, estate, and insurance considerations. Custody includes Charles Schwab.
Team overview
53 AVG AGE
$205.3M AVG AUM / ADVISOR
$2.3M AVG AUM / CLIENT
8.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
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Owner & Executives
J
JOHN HARRISON ZARINSKY
Chief Compliance Officer, Founder, Managing Member, PRINCIPAL
- CRD
- #6194674
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $205,281,096 | $620,185 |
| Non-Discretionary | $0 | -- |
| Total | $205,281,096 | $620,185 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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