CASSEL SALPETER & CO., LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
MIAMI, Florida
CRD number
153522
Registered since
September 17, 2010

Firm profile

FINTRX

Overview

Cassel Salpeter & Co, LLC is organized as a limited liability company and is classified in FINTRX as an investment bank. The firm first registered with the SEC in 2010. Ownership is split between a domestic corporate entity and an individual owner. The firm's profile indicates it does not function as a capital allocator and does not identify as an active ESG investor. It is not listed as a multi-state adviser, a pension consultant, or a related adviser to another registered entity. Available source fields do not describe advisory services, specific business lines, or target client segments; the firm is presented primarily as an investment-banking entity rather than a traditional asset manager or discretionary wealth manager.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 13
  • Edward Kropf

    AssociateCRD 7120438

  • JOSEPH SMITH

    DirectorCRD 1018196

  • IRA LEIDERMAN

    Managing DirectorCRD 2724122

Unlock 10 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

MIAMI, FL

MIAMI DADE

Location

MIAMI, FL

Headquartered in MIAMI, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
MIAMI DADE
Address
3250 Mary St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth