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Safford Nicholas H & Co Inc

● SEC registered since 1983CRD 104740SEC# 801-19482Rockport, MA
Export (members)
Reg. AUM
$1.8B
Employees
8
Accounts
155
Location
Rockport, MA

Safford Nicholas H & Co Inc assets under management

Safford Nicholas H & Co Inc is an SEC-registered investment adviser based in Rockport, MA. The firm has been registered since 1983. It reports $1.8 billion in regulatory assets under management and employs 8 people.

Safford Nicholas H & Co Inc owners & executives

5 reported
NameTitleOwnershipSince
Deborah Porter Safford ControlTreasurer & DirectorUnder 5%2020
Elizabeth Anne MalcolmsonChief Compliance Officer & Director Of OperationsUnder 5%2016
John East Apthorp Safford ControlPresident, Ceo & DirectorOver 75%2005
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Frequently asked questions

How much does Safford Nicholas H & Co Inc manage?

Safford Nicholas H & Co Inc reports $1.8 billion in regulatory assets under management on its Form ADV.

How many employees does Safford Nicholas H & Co Inc have?

Safford Nicholas H & Co Inc reports 8 employees.

Where is Safford Nicholas H & Co Inc located?

Safford Nicholas H & Co Inc is based in Rockport, MA and has been SEC-registered since 1983.

Does Safford Nicholas H & Co Inc disclose fund performance?

Safford Nicholas H & Co Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9 Cleaves Street, Rockport, MA 01966-1520
Phone978-546-2462
Fax978-546-2307
Office hours9a.m. To 5 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$1.8B▼ 4%
Mar '25 — $1.87BApr '25 — $1.87BMay '25 — $1.87BJun '25 — $1.87BJul '25 — $1.87BAug '25 — $1.87BSep '25 — $1.87BOct '25 — $1.87BNov '25 — $1.87BDec '25 — $1.87BJan '26 — $1.87BFeb '26 — $1.87BMar '26 — $1.8BApr '26 — $1.8BMay '26 — $1.8BJun '26 — $1.8B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers

Assets under management

$1.8Bregulatory AUM
Discretionary $69.5MNon-discretionary $1.73B