Overview
Assets Under Management: $116 million
High-Net-Worth Clients: 38
Average Client Assets: $2.8 million
Frequently Asked Questions
SALVINI FINANCIAL PLANNING 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 #138087), SALVINI FINANCIAL PLANNING is subject to fiduciary duty under federal law.
SALVINI FINANCIAL PLANNING serves 38 high-net-worth clients according to their SEC filing dated March 24, 2026. View client details ↓
According to their SEC Form ADV, SALVINI FINANCIAL PLANNING offers financial planning and portfolio management for individuals. View all service details ↓
SALVINI FINANCIAL PLANNING manages $116 million in client assets according to their SEC filing dated March 24, 2026.
According to their SEC Form ADV, SALVINI FINANCIAL PLANNING serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.11%
Average Client Assets: $2.8 million
Total Client Accounts: 57
Discretionary Accounts: 57
Regulatory Filings
CRD Number: 138087
Filing ID: 2079355
Last Filing Date: 2026-03-24 10:11:50