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Building 2SALVINI FINANCIAL PLANNING

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Phone(805) 543-6622
NotebookSEC #801-135944
Total AUM
$116.2M
Employees
2
Clients
57

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
(805) 543-6622

ReceiptFinancials

Total AUM
$116.2M
Accounts
57
Discretionary
$116.2M
Accounts
57
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
19
AUM
$8M
HNW Individual Clients
38
AUM
$108.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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