THE SALVETTI GROUP
Firm details
- Headquarters
- SACRAMENTO, California
- CRD number
- 324974
- Registered since
- June 21, 2023
- Website
- www.thesalvettigroup.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI77.77%
- Individuals22.23%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
The Salvetti Group is a limited liability company that registered with the SEC in 2023 and is owned by an individual. It manages wealth primarily for individuals and families, charging fees based on a percentage of assets under management. Its stated advisory activities focus on discretionary portfolio management for both individual/small-business clients and for business or institutional accounts. The firm does not present itself as a capital allocator and is not flagged as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Public Funds/Mutual Funds50%
- Exchange Traded Equities25%
- Cash & Cash Equivalents14%
- US Government Bonds5%
- State & Local Bonds2%
Owners & executives
2 of 2LACEY FONSECA
Chief Operating OfficerCRD 5126409
MARION HEBERT
Chief Compliance OfficerCRD 3159591
Contacts
3 of 5AMERICO SALVETTI
Managing PartnerCRD 2947134
NICHOLAS SALVETTI
Managing PartnerCRD 3041176
SEAN O'BRIEN
Financial AdvisorCRD 5012235
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 114Active vs passive
$245M in ETFs
67%
$164M
24%
$81.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INNOVATOR US EQUITY 10 BUFFER ETF - QUARTERLY (ZALT) | Innovator | Active | Options Trading | $14.2M | 437,158 | 5.79% |
Location
SACRAMENTO, CA
SACRAMENTO
Location
SACRAMENTO, CA
Headquartered in SACRAMENTO, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- SACRAMENTO
- Address
- 3455 American River Dr
- Time zone
- PT (UTC-8)
- Office locations
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