SALIDA FINANCIAL ADVICE AND PLANNING

Overview

Salida Financial Advice And Planning is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm provides financial planning and portfolio management services focused on individuals, families and small-business owners; its client base also includes some institutional relationships. Fee arrangements are flat (fixed fees) rather than asset-based or performance-linked. Salida reports it is not an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives