Selerski Asset Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 328913
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Selerski Asset Management, LLC is an independent, individually owned registered investment adviser that focuses on serving individuals and families. The firm charges fees as a percentage of assets under management and lists financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory services. It reports no active ESG investing program and is not identified as a multi-state adviser. Industry relationships noted in filings include connections with insurance companies and pension consultants. The firm is structured as a limited liability company and operates as a discretionary portfolio manager for its client base.
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
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1
Brian Selerski
Founder & PresidentCRD 4880575
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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