Saltmarsh Financial Advisors, L.L.C. is a large advisory firm based in Pensacola. It manages $150.37 million of regulatory assets for 316 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida, Louisiana, and Texas.
Saltmarsh Financial Advisors, L.L.C provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Saltmarsh Financial Advisors, L.L.C. is $150.37 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 262% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Saltmarsh Financial Advisors, L.L.C. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Saltmarsh Financial Advisors, L.L.C is high net worth individuals with 49 clients and $99.65 million of assets under management. Among the 9 most similar advisory firms, Saltmarsh Financial Advisors, L.L.C has the 4th lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $150.37 million for 150 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Saltmarsh Financial Advisors, L.L.C doesn't advise any private funds.
The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Saltmarsh Financial Advisors, L.L.C. is owned by Stogniew Stogniew. Kristen Joelle Stogniew joined the executive team most recently as the Member.
The principal office where Saltmarsh Financial Advisors, L.L.C. performs its advisory services is located at 900 N. 12 Th Avenue, Pensacola, FL 32501 The mailing address of the firm is P.O. Drawer 13207, Pensacola, FL 32591 3207. An additional office of the firm is in Tampa, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 850-435-8300 or by fax 850-435-8352. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at saltmarshfa.com.