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 an independent, SEC-registered registered investment adviser that began registration in 2023 and operates as a limited liability company owned by an individual. It charges clients a percentage of assets under management and focuses on portfolio management for individuals, small businesses, and institutional/business clients. The firm reports it is not an active ESG investor, is not a multi-state adviser, and does not function as a capital allocator.
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
- Public Funds/Mutual Funds50%
- Exchange Traded Equities25%
- Cash & Cash Equivalents14%
- US Government Bonds5%
- State & Local Bonds2%
Owners & executives
2 of 2
Lacey Fonseca
Chief Operating OfficerCRD 5126409
Marion Hebert
Chief Compliance OfficerCRD 3159591
Contacts
3 of 4
Americo Salvetti
Managing PartnerCRD 2947134
Nicholas Salvetti
Managing PartnerCRD 3041176
Terence Triantafillidis
Investment Adviser RepresentativeCRD 7635314
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 117Active vs passive
$262M in ETFs
73%
$192M
18%
$70.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 2000 INDEX FUND (VTWO) | Vanguard | Passive | Small Blend | $16.6M | 136,486 | 6.32% |
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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