SALEM INVESTMENT PARTNERS
Firm details
- Headquarters
- GREENSBORO, North Carolina
- CRD number
- 325193
- Registered since
- March 16, 2023
Firm profile
FINTRXOverview
Salem Investment Partners is an LLC that registered with the SEC in 2023 and is owned by an individual. The firm is structured to sponsor and serve as general partner or managing member of pooled investment vehicles rather than operate primarily as a traditional advisory practice. FINTRX flags the adviser as unclassified, not an active ESG investor, and not operating as a multi-state adviser or pension consultant. The firm’s public profile in the dataset shows limited retail or advisory-account activity and a focus on pooled funds and sponsor/GP roles. Fee structure, client segmentation and many advisory-activity details are not provided in the source data.
Assets & Accounts
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 4DAVID FARIS
PartnerCRD 3045388
WILLIAM TROTTER
PrincipalCRD 3175109
David Morton
PartnerCRD 7702057
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
GREENSBORO, NC
GUILFORD
Location
GREENSBORO, NC
Headquartered in GREENSBORO, NC, anchoring the Greensboro--Winston-Salem--High Point, NC metro in the South.
- Metro area
- Greensboro--Winston-Salem--High Point, NC
- Region
- South
- County
- GUILFORD
- Address
- 7900 Triad Center Dr
- Time zone
- ET (UTC-5)
- Office locations
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