Director · J. Safra Asset Management Corporation
Mark S. Grunwald
CRD 3262204 · Named on Form ADV at one SEC-registered adviser
At a glance
J. Safra Asset Management Corporation, an SEC-registered wealth manager based in New York City, NY with $6.3 billion in regulatory assets, lists Mark S. Grunwald on its Form ADV as Director, a control person.
Firms and roles
- J. Safra Asset Management CorporationDirectorWealth manager · New York City, NY · $6.3B in regulatory assets
AtlasMembers
Mark’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (8)
- Carlos C. BonfimDirector, J. Safra Asset Management Corporation
- Simoni P. MoratoDirector, J. Safra Asset Management Corporation
- Sigmund P. JavierDirector, J. Safra Asset Management Corporation
- Rafaelo ColomboDirector, J. Safra Asset Management Corporation
- Patrick G. BarrosCEO, Director, J. Safra Asset Management Corporation
3 more people named with Mark on the same filings, with titles and firms. Free in Atlas with a free account.
See all 8 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Mark’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.