Invested Better
Unclaimed

Unclaimed

Unclaimed

Nicholas Heath Safford

Safford Nicholas H & Co. Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Nicholas? Claim Your Profile

About Nicholas Heath Safford

Nicholas Safford is a financial advisor with Safford Nicholas H & Co. Inc. Nicholas has been in the industry since July of 1983 and has a long history of providing investment advice to individuals and families. The firm specializes in portfolio management for individuals and provides investment consulting. Nicholas is a Chartered Financial Analyst (CFA) and is registered with the securities regulators of California, Florida, Maine, Massachusetts, and Virginia.

Firm Information

Nicholas Safford is currently registered with Safford Nicholas H & Co. Inc.. Safford Nicholas H & Co. Inc. is an investment advisor based in ROCKPORT, MA. They manage $1,758,136,542 in assets for 156 clients, primarily high-net-worth individuals and individuals other than high-net-worth. They provide investment consulting services.
Safford Nicholas H & Co. Inc.

9 CLEAVES STREET

ROCKPORT, MA 01966-1520

$1.76B

Assets Under Management

2

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

investment consulting

Investment consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Percentage of assets under other investment advisers' management

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Nicholas Safford’s Registration & Firm History

MA

06/28/2019 - Present

Safford Nicholas H & Co. Inc. (ROCKPORT MA)

Not sure if Nicholas Heath Safford is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicholas Heath Safford.
Not sure if Nicholas Heath Safford is right for you?