Sal Equity Trading, GP

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
15
Avg account
$0

Firm details

Headquarters
Bala Cynwyd, Pennsylvania
CRD number
29337
Registered since
January 31, 1991

Firm profile

FINTRX

Overview

Sal Equity Trading, GP is organized as a partnership with ownership split between a domestic entity and an individual. Publicly available filings classify the firm as unclassified and indicate it does not function as a capital allocator or an active ESG investor. Other self-reported operational attributes include that it is not a multi-state adviser, not newly formed, and not a pension consultant or related adviser. The firm's reported activity centers on equity instruments rather than advisory client relationships or broader wealth-management services. Its 13F disclosures point toward a focus on liquid equity ETFs and a small set of individual stock positions rather than alternative or private-market strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$47M in ETFs

Passive

100%

$47M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$47M81,899100.00%

Location

Primary office

Bala Cynwyd, PA

Montgomery

Location

Bala Cynwyd, PA

Headquartered in Bala Cynwyd, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Montgomery
Address
401 E City Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth