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 LLC is an independent registered investment adviser (SEC-registered in 2021) owned by an individual and structured as an LLC. The firm serves both individual and family clients as well as institutional clients, and it lists accounting among its business activities. Advisory services noted on filings include financial planning, portfolio management for individuals and small businesses, and pension consulting services; the firm’s snapshot also indicates it is not designated as a pension consultant in regulator flags. Fee arrangements include percentage-of-AUM charges as well as hourly and fixed-fee engagements. Mezzasalma is not identified as an active ESG investor and does not operate as a capital allocator.
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
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 91Active vs passive
$148M in ETFs
91%
$134M
4%
$13.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $7M | 52,454 | 4.72% |
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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