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 reported characteristics indicate a domestic ownership structure and an “unclassified” firm profile rather than a typical advisory marketing description. Registered attributes show the entity does not position itself as a multi-state adviser, a pension consultant, a capital allocator, or an ESG-focused investor. The available records do not show traditional advisory or client-service disclosures (fee schedules, client segments, or advisory activities). The pattern of filings and holdings suggests the organization operates principally as an equity trading/principal vehicle rather than as a retail wealth manager.
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
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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