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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 $475,474,089 assets under management, offering retirement planning & investment advisory services to 1914 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 324974 |
| SEC# | 801-128204 |
| Assets Managed by Firm | $475,474,089 |
| No. of Clients | 1914 |
| No. of Advisors | 4 |
Fee Structure
- A Percentage of AUM
Advisory Services Provided
- Portfolio Management for Individuals
- Portfolio Management for Business
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1914 | $475,474,089 |
| Individuals (other than high net worth individuals) | 440 | $130,396,518 |
| High net worth individuals | 150 | $345,077,571 |
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