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Building 2SALIENT WEALTH PLANNING

Map pinENCINITAS, CA
Phone858-768-0096
NotebookSEC #801-128911
Total AUM
$239.4M
Employees
4
Clients
193

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
171 SAXONY ROAD
SUITE 211
ENCINITAS
CA 92024
United States
Operating Hours
8AM - 4PM
Monday - Friday
Phone
858-768-0096
Other Offices
2

ReceiptFinancials

Total AUM
$239.4M
Accounts
817
Discretionary
$194.7M
Accounts
576
Non-Discretionary
$44.6M
Accounts
241

ContactClients

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Individual Clients
140
AUM
$92.3M
HNW Individual Clients
53
AUM
$147M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATX

HandshakeAffiliates

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

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