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MEZZASALMA ADVISORS
67 Apple St
Tinton Falls, New Jersey 07724
Tel: 732-842-1120
About MEZZASALMA ADVISORS
MEZZASALMA ADVISORS, formally registered with the SEC as MEZZASALMA ADVISORS. The firm was established in 03/26/2021. They have over 1 offices throughout the country.
MEZZASALMA ADVISORS is a Tinton Falls, New Jersey based Financial Planning firm with nearly $230,965,236 assets under management, offering retirement planning & investment advisory services to 688 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 129045 |
| SEC# | 801-120613 |
| Assets Managed by Firm | $230,965,236 |
| No. of Clients | 688 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 688 | $230,965,236 |
| Individuals (other than high net worth individuals) | 145 | $12,059,882 |
| High net worth individuals | 132 | $210,761,511 |
| Pension and profit sharing plans | 8 | $8,143,843 |
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