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 organized as a limited liability company and is classified in the dataset as an investment bank. The firm has been SEC-registered since 2010. Ownership is recorded as a combination of a domestic entity and an individual. The dataset records that the firm does not act as a capital allocator and is not identified as an active ESG investor or a multi-state adviser. The source provides limited detail about the firm's client segments, fee schedule, or day-to-day advisory activities; those items are not described in the available data.
Assets & Accounts
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
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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