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Ellen Beskind Safir (Bethesda)


Ellen Beskind Safir is a large advisory firm based in Bethesda. It manages $150 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Maryland.

Ellen Beskind Safir provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ellen Beskind Safir: assets under management

The assets under management (AUM) of Ellen Beskind Safir is $150 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $150 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $150 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ellen Beskind Safir for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bethesda

The principal office where Ellen Beskind Safir performs its advisory services is located at 7272 Wisconsin Avenue, Bethesda, MD 20814, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-941-1933 or by fax 301-215-6451. The normal business hours are 8:30am - 5:30pm on Monday - Friday.


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