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

FINTRX

Overview

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

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
  • Terry Salomon

    President, CCOCRD 2411906

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

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth