Selerski Asset Management, LLC

RIAState Registered
Total AUM
$40M
Discretionary
$40M
100% of AUM
Avg account
$298K
Accounts
134
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
328913
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Contacts

1 of 1
  • Brian Selerski

    Brian Selerski

    Founder & PresidentCRD 4880575

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth