Salvini Financial Planning

Salvini Financial Planning (CRD# 138087) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $67,560,645 in 49 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
3940 Broad Street, Suite 7-310, San Luis Obispo, CA 93401
http://www.salvinifinancial.com
By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $1,378,789
Compensation Options
  • 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.

CA

Financial Advisors at Salvini Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
Brooke Salvini, financial advisor San Luis Obispo CA
Brooke A. Salvini
CRD#: 5092961
San Luis Obispo, CA

Brooke Salvini (CRD# 5092961) is an Investment Advisor Representative working at Salvini Financial Planning in San Luis Obispo, CA and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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