1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2THE SALVETTI GROUP

Map pinSACRAMENTO, CA
Phone916-414-8282
NotebookSEC #801-128204
Total AUM
$633.7M
Employees
6
Clients
590

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3455 AMERICAN RIVER DR.
SUITE A
SACRAMENTO
CA 95864
United States
Operating Hours
7:30 AM -3:30 PM
Monday - Friday
Phone
916-414-8282
Other Offices
1

ReceiptFinancials

Total AUM
$633.7M
Accounts
1,923
Discretionary
$633.7M
Accounts
1,923
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
428
AUM
$140.9M
HNW Individual Clients
162
AUM
$492.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCALANCORTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account