Overview
Assets Under Management: $607 million
Headquarters: SACRAMENTO, CA
High-Net-Worth Clients: 4
Average Client Assets: $81 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.66
Average High-Net-Worth Client Assets: $81 million
Total Client Accounts: 1,843
Discretionary Accounts: 1,843
Regulatory Filings
CRD Number: 324974
Filing ID: 1999526
Last Filing Date: 2025-06-24 12:03:00
Website: https://thesalvettigroup.com