T.A. Salomon Asset Management Pllc
RIASEC Registered
Total AUM
$30M
Discretionary
$30M
100% of AUM
Avg account
$667K
Accounts
45
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 167546
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI99%
- Individuals1%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
T.A. Salomon Asset Management PLLC is a small, independently owned registered investment adviser organized as a limited liability company. The firm advises individual and family clients, charging fees as a percentage of assets under management and focusing on discretionary portfolio management for individuals and small businesses. It does not position itself as a capital allocator, is not active on ESG mandates, and does not advertise pension consulting or multi-state adviser services.
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 1Terry Salomon
President, CCOCRD 2411906
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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