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Saltmarsh Financial Advisors, L.L.C.

● SEC registered since 2017CRD 132248SEC# 801-110278Pensacola, FL
Export (members)
Reg. AUM
$318.4M
Employees
7
Accounts
234
Location
Pensacola, FL

Saltmarsh Financial Advisors, L.L.C. assets under management

Saltmarsh Financial Advisors, L.L.C. is an SEC-registered investment adviser based in Pensacola, FL. The firm has been registered since 2017. It reports $318.4 million in regulatory assets under management and employs 7 people.
www.facebook.com/saltmarshfaView on SEC.gov ↗

Saltmarsh Financial Advisors, L.L.C. owners & executives

8 reported
NameTitleOwnershipSince
Benjamin Lee BellMember10-25%2005
Christina Lynn DossDirectorUnder 5%2019
Francis Michael RiehleMember10-25%2019
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Frequently asked questions

How much does Saltmarsh Financial Advisors, L.L.C. manage?

Saltmarsh Financial Advisors, L.L.C. reports $318.4 million in regulatory assets under management on its Form ADV.

How many employees does Saltmarsh Financial Advisors, L.L.C. have?

Saltmarsh Financial Advisors, L.L.C. reports 7 employees.

Where is Saltmarsh Financial Advisors, L.L.C. located?

Saltmarsh Financial Advisors, L.L.C. is based in Pensacola, FL and has been SEC-registered since 2017.

Does Saltmarsh Financial Advisors, L.L.C. disclose fund performance?

Saltmarsh Financial Advisors, L.L.C. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address900 N 12th Avenue, Pensacola, FL 32501
Phone850-435-8300
Office hours8:00 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$318.4M
Non-discretionary$0
Total (RAUM)$318.4M