Salcedo Financial Services
Firm details
- Headquarters
- Mckeesport, Pennsylvania
- CRD number
- 318439
- Website
- www.linkedin.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Salcedo Financial Services operates as a corporation focused on providing financial planning and portfolio management services primarily for individuals and small businesses. The firm emphasizes a personalized approach to wealth management, tailoring its services to meet the unique needs of its clients. While it does not identify as an active ESG investor, Salcedo Financial Services offers a range of advisory activities designed to help clients navigate their financial landscapes effectively.
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
Contacts
1 of 1
Matthew Salcedo
PresidentCRD 6921344
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Mckeesport, PA
Allegheny
Location
Mckeesport, PA
Headquartered in Mckeesport, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 2504 Walnut St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Charles Manning & Associates, Inc.
RIABala Cynwyd, PA
Sewickley Financial LLC
RIASewickley, PA
Kohlhepp Investment Advisors, Ltd.
RIADoylestown, PA
Muntz Financial, LLC
RIADoylestown, PA
DWD Portfolio Solutions, Inc.
RIAPittsburgh, PA
Masland & Barrick Advisory, Inc
RIACamp Hill, PA