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

More Retirement Planning firms in Sacramento, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Sacramento, California

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.