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 limited liability RIA that registered with the SEC in 2021. The firm services both individual and family clients as well as institutional relationships, offering financial planning, portfolio management for individuals and small businesses, and pension consulting. Its fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm identifies accounting among its core business activities and industry affiliations, which appears to inform its advisory offering and client service model. Mezzasalma is not an active ESG investor.
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 7
Stephen Gross
Investment AdvisorCRD 1064697
Anthony Mezzasalma
PartnerCRD 5460405
John Mezzasalma
PartnerCRD 1436496
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$124M in ETFs
91%
$114M
3%
$11M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $6.2M | 48,017 | 4.98% |
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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