Cassel Salpeter & Co, LLC
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 153522
- Registered since
- September 17, 2010
- Website
- www.casselsalpeter.com
Firm profile
FINTRXOverview
Cassel Salpeter & Co, LLC is registered as a limited liability company and is classified in the FINTRX snapshot as an investment bank. The firm appears on SEC records with a registration year of 2010 and is listed as having domestic entity and individual ownership. According to the available profile flags, the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi-state adviser, and is not reported as a pension consultant or related adviser. The dataset does not include detailed descriptions of the firm’s advisory or business activities, client segments, or investment strategies.
Assets & Accounts
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
Contacts
3 of 13
Joseph Smith
DirectorCRD 1018196
Margery Fischbein
Managing DirectorCRD 1293566

Ira Leiderman
Managing DirectorCRD 2724122
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 3250 Mary St
- Time zone
- ET (UTC-5)
- Office locations
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