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Home > Retirement Planners > florida > pensacola > SALTMARSH FINANCIAL ADVISORS, L.L.C.
SALTMARSH FINANCIAL ADVISORS, L.L.C.
900 N 12th Avenue
Pensacola, Florida 32501
Tel: 850-435-8300
About SALTMARSH FINANCIAL ADVISORS, L.L.C.
SALTMARSH FINANCIAL ADVISORS, LLC, formally registered with the SEC as SALTMARSH FINANCIAL ADVISORS, LLC. The firm was established in 04/05/2017. They have over 2 offices throughout the country.
SALTMARSH FINANCIAL ADVISORS, L.L.C. is a Pensacola, Florida based Financial Planning firm with nearly $318,447,000 assets under management, offering retirement planning & investment advisory services to 234 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 132248 |
| SEC# | 801-110278 |
| Assets Managed by Firm | $318,447,000 |
| No. of Clients | 234 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 234 | $318,447,000 |
| Individuals (other than high net worth individuals) | 146 | $76,533,100 |
| High net worth individuals | 81 | $231,844,400 |
| Pension and profit sharing plans | 3 | $4,710,600 |
| Corporations or other businesses | 4 | $5,358,900 |
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