|
⚲
|
| Saltmarsh Financial Advisors LLC
✚
| |
|---|---|
| CRD # | 132248 |
| SEC # | 801-110278 |
| CIK # | |
| AUM | $279.0 MM (2024-07-19) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 850-435-8300 |
| Address | 900 N 12th Avenue Pensacola, FL 32501 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 146 | 72.3 |
| (b) Individuals (high net worth individuals) | 70 | 197.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 4.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 4.5 |
| (n) Other | 0 | 0.0 |
| Total | 523 | 279.0 |
| By Discretionary | ||
| Discretionary | 523 | 279.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 523 | 279.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 279.0 | |
| Total | 523 | 279.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Montvue Capital Management Inc
✚
|
VA | 0.3 |
|
Solomon API LLC
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|
FL | 0.3 |
|
SFM LLC
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NH | 0.3 |
|
The McHugh Group LLC
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OH | 0.3 |
|
Vestwell Advisors LLC
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|
NY | 0.3 |
|
Bluestem Financial Advisors LLC
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|
IL | 0.3 |
|
Reframe Wealth LLC
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|
VA | 0.3 |
|
CODE Waechter LLC
✚
|
FL | 0.3 |
|
Firstmetric LLC
✚
|
MI | 0.3 |
|
Glassy Mountain Advisors Inc
✚
|
MD | 0.3 |