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).

By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    174
    ACCOUNTS
  • Average Account Value
    $322,382
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH, TX

Financial Advisors at Saltbox Financial LLC
Showing 1 - 2 of 2 top financial advisors.
1
Vera Kelsey-Watts
CRD#: 6276017
110 Haverhill Rd., Suite 307, Amesbury, MA 01913

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.

2
Leslie A. Modica
CRD#: 7592658
Dover, NH

Leslie Modica (CRD# 7592658) is an Investment Advisor Representative working at Saltbox Financial LLC in Dover, NH and has 1 year of experience in the finance industry.

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