SAL EQUITY TRADING, GP

Broker-DealerFINRA MemberEst. 1991
Total AUM
Advisory reps
17
Avg account
$0

Firm details

Headquarters
BALA CYNWYD, Pennsylvania
CRD number
29337
Registered since
January 31, 1991

Firm profile

FINTRX

Overview

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

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 17
  • Joseph Salerno

    Operations ManagerCRD 6981718

  • Sera Agostinelli

    Operations AnalystCRD 8080836

  • ETHAN DANIELS

    Operations AnalystCRD 5902179

Unlock 14 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 1

Active vs passive

$47M in ETFs

Passive

100%

$47M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$47M81,899100.00%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth