Overview
Assets Under Management: $203 million
High-Net-Worth Clients: 70
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.22
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,063
Discretionary Accounts: 925
Non-Discretionary Accounts: 138
Regulatory Filings
CRD Number: 329882
Last Filing Date: 2025-02-19 00:00:00
Website: https://salusfa.com