Saltbox Financial LLC
Saltbox Financial LLC (CRD# 130882) is a financial advisory firm headquartered in Amesbury, MA. They manage $56,094,409 in 174 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management56MILLION
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Total Number of Accounts174ACCOUNTS
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Average Account Value$322,382
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MA, NH, TX
Vera Kelsey-Watts (CRD# 6276017) is an Investment Advisor Representative working at Saltbox Financial LLC in Amesbury, MA and has over 10 years of experience in the finance industry.
Jordyn Middlebrooks (CRD# 7905120) is an Investment Advisor Representative working at Saltbox Financial LLC in Amesbury, MA and has 1 year of experience in the finance industry.
Leslie Modica (CRD# 7592658) is an Investment Advisor Representative working at Saltbox Financial LLC in Amesbury, MA and has 1 year of experience in the finance industry.