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THE SALVETTI GROUP
3455 American River Dr.
Suite A
Sacramento, California 95864
Tel: 916-414-8282
About THE SALVETTI GROUP
THE SALVETTI GROUP, formally registered with the SEC as THE SALVETTI GROUP. The firm was established in 06/21/2023. They have over 2 offices throughout the country.
THE SALVETTI GROUP is a Sacramento, California based Financial Planning firm with nearly $607,185,950 assets under management, offering retirement planning & investment advisory services to 1843 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 324974 |
| SEC# | 801-128204 |
| Assets Managed by Firm | $607,185,950 |
| No. of Clients | 1843 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1843 | $607,185,950 |
| Individuals (other than high net worth individuals) | 1739 | $325,838,378 |
| High net worth individuals | 104 | $281,347,572 |
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