Salzman Financial Management LLC

Salzman Financial Management LLC (CRD# 127340) is a financial advisory firm headquartered in Bethel, CT. They manage $28,683,498 in 133 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    29
    MILLION
  • Total Number of Accounts
    133
    ACCOUNTS
  • Average Account Value
    $215,665
Compensation Options
  • A percentage of assets under your management
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.

CT, NY

Financial Advisors at Salzman Financial Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Peter R. Salzman
CRD#: 2839362
Bethel, CT
93
Wealthminder
score

Peter Salzman (CRD# 2839362) is an Investment Advisor Representative working at Salzman Financial Management LLC in Bethel, CT and has over 19 years of experience in the finance industry.

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