Be advised. This firm is no longer registered.

Salt City Financial Planning And Wealth Management, LLC

Salt City Financial Planning And Wealth Management, LLC (CRD# 159199) is a financial advisory firm headquartered in Syracuse, NY. They manage $52,994,495 in 81 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    53
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $654,253
Compensation Options
  • A percentage of assets under your management
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Salt City Financial Planning And Wealth Management, LLC
No Advisor Found.
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