SAL Equity Trading, Gp
Firm details
- Headquarters
- Bala Cynwyd, Pennsylvania
- CRD number
- 29337
- Registered since
- January 31, 1991
Firm profile
FINTRXOverview
SAL Equity Trading, Gp is organized as a partnership and has been SEC-registered since 1991. Public records list the owner type as a mix of a domestic entity and an individual and classify the firm as "Unclassified" in available snapshots. The firm does not identify itself as a capital allocator, is not marked as an active ESG investor, and does not report multi-state adviser status or related-adviser relationships in the provided data. There is limited public disclosure about fee schedules, specific advisory activities, or client segments, and the firm’s filings and holdings suggest a focus on trading public equities rather than operating as a traditional advisory RIA with retail advisory accounts.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 17Michael Mollen
Compliance OfficerCRD 2231167
Alan Goldberg
Associate DirectorCRD 2340315
Brian Rorke
General Securities PrincipalCRD 4475071
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$47M in ETFs
100%
$47M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $47M | 81,899 | 100.00% |
Location
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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