S
$11.9M Total AUM
$11.9M Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
18 yrs Firm Age
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- Custodian
- Merrill Lynch
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-20-2008
- Office Locations
- 1
Office Locations
-- Rowlett TX
About Szafran Capital Management, LLC
Szafran Capital Management, LLC is a Rowlett-based RIA. The firm has been operating for 18 years. Managing $11.9M in total assets under management, with 1 advisory representatives. They custody assets with Merrill Lynch.
Team overview
-- AVG AGE
$11.9M AVG AUM / ADVISOR
$372.1K AVG AUM / CLIENT
18.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
18yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
STANLEY RAY SZAFRAN JR
DIRECTOR, VICE PRESIDENT
- CRD
- #4325504
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,906,428 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,906,428 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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