Cassel Salpeter & Co, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
—
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Miami, Florida
CRD number
153522
Registered since
September 17, 2010

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 13
  • Joseph Smith

    Joseph Smith

    DirectorCRD 1018196

  • Margery Fischbein

    Margery Fischbein

    Managing DirectorCRD 1293566

  • Ira Leiderman

    Ira Leiderman

    Managing DirectorCRD 2724122

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth