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).
Current Firm Details
By the Numbers
-
Total Assets Under Management56MILLION
-
Total Number of Accounts174ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, NH, TX
Financial Advisors at Saltbox Financial LLC
1
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 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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