Salmon Bay Wealth Management, LLC
Salmon Bay Wealth Management, LLC (CRD# 167975) is a financial advisory firm headquartered in , . They manage $3,700,000 in 21 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Salmon Bay Wealth Management, LLC
By the Numbers
-
Total Assets Under Management4MILLION
-
Total Number of Accounts21ACCOUNTS
-
Average Account Value$176,190
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.
ID, WA
Financial Advisors at Salmon Bay Wealth Management, LLC
1
Steven Cole (CRD# 5523974) is an Investment Advisor Representative working at Salmon Bay Wealth Management, LLC in Coeur D'alene, ID and has over 15 years of experience in the finance industry.
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