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Building 2SALTMARSH FINANCIAL ADVISORS, LLC

Map pinPENSACOLA, FL
Phone850-435-8300
NotebookSEC #801-110278
Total AUM
$356.5M
Employees
6
Clients
224

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
900 N 12TH AVENUE
PENSACOLA
FL 32501-3305
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
850-435-8300
Other Offices
1

ReceiptFinancials

Total AUM
$356.5M
Accounts
527
Discretionary
$356.5M
Accounts
527
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
133
AUM
$71.5M
HNW Individual Clients
86
AUM
$278.3M
Pension/Profit Sharing Plan Clients
1
AUM
$1.3M
Corporation or Business Clients
4
AUM
$5.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALFLGALATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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