Salem Asset Management
Firm details
- Headquarters
- ,
- CRD number
- 134309
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.59%
- Individuals5.41%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Salem Asset Management operates as a sole proprietorship, focusing primarily on portfolio management for individuals and small businesses. The firm engages in the selection of other advisers, allowing it to tailor investment strategies to meet the unique needs of its clients. While Salem Asset Management does not actively pursue ESG investments, it is recognized as a capital allocator, indicating a strategic approach to managing client assets. The firm maintains a client base composed of individuals and families, and it employs a fee structure based on a percentage of assets under management.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities80%
- Cash & Cash Equivalents20%
Contacts
1 of 1Sunho Lee
Sole ProprietorCRD 1369963
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Alphatheta Capital LLC
RIAFirmo Investment Consulting Services
RIAPasadena, CA
Strategic Finance Inc.
RIAClackamas, OR