MEZZASALMA ADVISORS
Firm details
- Headquarters
- TINTON FALLS, New Jersey
- CRD number
- 129045
- Registered since
- March 26, 2021
- Website
- mezzcpa.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI92.18%
- Individuals4.36%
- Pension & Profit Sharing Plans2.14%
- Corporations / Businesses1.25%
- Charitable Organizations0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Mezzasalma Advisors is an independent registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm is individually owned and serves both individual/family clients and institutional accounts. Core services listed on the ADV include financial planning, portfolio management for individuals and small businesses, and pension consulting. Its billing options include a percentage-of-AUM fee, hourly charges, and fixed fees. The firm also identifies accounting as a business activity and reports that it does not operate as a capital allocator or pursue active ESG investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- Public Funds/Mutual Funds26%
- Cash & Cash Equivalents10%
- US Government Bonds5%
- State & Local Bonds1%
Contacts
3 of 7STEPHEN GROSS
Investment AdvisorCRD 1064697
GREGORY SCROFANI
Vice President, Portfolio ManagementCRD 4559030
ANTHONY MEZZASALMA
PartnerCRD 5460405
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 69Active vs passive
$84.2M in ETFs
96%
$80.5M
4%
$3.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES RUSSELL TOP 200 GROWTH ETF (IWY) | BlackRock | Passive | Large Growth | $4.9M | 30,516 | 5.87% |
Location
TINTON FALLS, NJ
MONMOUTH
Location
TINTON FALLS, NJ
Headquartered in TINTON FALLS, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- MONMOUTH
- Address
- 67 Apple St
- Time zone
- ET (UTC-5)
- Office locations
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