Overview
Assets Under Management: $203 million
High-Net-Worth Clients: 70
Average Client Assets: $2 million
Frequently Asked Questions
SALUS FINANCIAL ADVISORS, LLC 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 #329882), SALUS FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
SALUS FINANCIAL ADVISORS, LLC serves 70 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, SALUS FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
SALUS FINANCIAL ADVISORS, LLC manages $203 million in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, SALUS FINANCIAL ADVISORS, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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