SAL EQUITY TRADING, GP
Firm details
- Headquarters
- BALA CYNWYD, Pennsylvania
- CRD number
- 29337
- Registered since
- January 31, 1991
Firm profile
FINTRXOverview
SAL Equity Trading, Gp is organized as a partnership and has been SEC-registered since 1991. Publicly disclosed details are limited: ownership is listed as a domestic entity and an individual, and the firm is classified as unclassified in regulatory snapshots. It does not identify itself as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser.
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
Contacts
3 of 17Joseph Salerno
Operations ManagerCRD 6981718
Sera Agostinelli
Operations AnalystCRD 8080836
ETHAN DANIELS
Operations AnalystCRD 5902179
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 1Active vs passive
$47M in ETFs
100%
$47M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $47M | 81,899 | 100.00% |
Location
BALA CYNWYD, PA
MONTGOMERY
Location
BALA CYNWYD, PA
Headquartered in BALA CYNWYD, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- MONTGOMERY
- Address
- 401 E City Ave
- Time zone
- ET (UTC-5)
- Office locations
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