SALEM INVESTMENT PARTNERS

Exempt Reporting AdvisorFINRA MemberEst. 2023
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
GREENSBORO, North Carolina
CRD number
325193
Registered since
March 16, 2023

Firm profile

FINTRX

Overview

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

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 4
  • DAVID FARIS

    PartnerCRD 3045388

  • WILLIAM TROTTER

    PrincipalCRD 3175109

  • David Morton

    PartnerCRD 7702057

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth