S
$1.8B Total AUM
$69.5M Disc. AUM
-- 3Y CAGR
8 Employees
157 ADV. Clients
42 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Northern Trust
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-02-1983
- Office Locations
- 1
Office Locations
9 Cleaves Street Rockport MA
About Safford Nicholas H & CO INC
Safford Nicholas H & CO INC is a Rockport-based RIA. The firm has been operating for 42 years. Managing $1.8B in total assets under management, with 4 advisory representatives. They custody assets with Fidelity/NFS and Northern Trust.
Team overview
-- AVG AGE
$448.9M AVG AUM / ADVISOR
$11.4M AVG AUM / CLIENT
13.6 yrs AVG TENURE
8 Employees
4 Advisory Reps
4 RIA Reps
42yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Investment Themes
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Investment Vehicles
Available
Services
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Owner & Executives
J
JOHN EAST APTHORP SAFFORD
Chief Executive Officer, DIRECTOR, Operations Manager, President
- CRD
- #2253077
- Ownership
- 75% or more
Available
Available
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W
William Parker Dwyer
Associate, Director Of Research
- CRD
- #6795420
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 5 owners & executives
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M
Matthew George Porter Safford
Associate
- CRD
- #7664911
Available
Available
Available
Showing 1 of 6 contacts
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,514,559 | $9,930,651 |
| Non-Discretionary | $1,726,089,957 | $11,662,770 |
| Total | $1,795,604,516 | $11,584,545 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Other:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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