Overview
Assets Under Management: $347 million
Headquarters: WOBURN, MA
High-Net-Worth Clients: 69
Average Client Assets: $3.6 million
Frequently Asked Questions
SALEM CAPITAL MANAGEMENT INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #108622), SALEM CAPITAL MANAGEMENT INC is subject to fiduciary duty under federal law.
SALEM CAPITAL MANAGEMENT INC is headquartered in WOBURN, MA.
SALEM CAPITAL MANAGEMENT INC serves 69 high-net-worth clients according to their SEC filing dated February 20, 2018. View client details ↓
According to their SEC Form ADV, SALEM CAPITAL MANAGEMENT INC offers portfolio management for individuals and portfolio management for institutional clients. View all service details ↓
SALEM CAPITAL MANAGEMENT INC manages $347 million in client assets according to their SEC filing dated February 20, 2018.
According to their SEC Form ADV, SALEM CAPITAL MANAGEMENT INC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.90%
Average Client Assets: $3.6 million
Total Client Accounts: 110
Discretionary Accounts: 108
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 108622
Filing ID: 1153104
Last Filing Date: 2018-02-20 15:53:00