SALIDA FINANCIAL ADVICE AND PLANNING
Firm details
- Headquarters
- SALIDA, Colorado
- CRD number
- 317464
- Fee structure
- Fixed Fees
- Client types
- Individuals92.14%
- Charitable Organizations7.86%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Salida Financial Advice And Planning is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm provides financial planning and portfolio management services focused on individuals, families and small-business owners; its client base also includes some institutional relationships. Fee arrangements are flat (fixed fees) rather than asset-based or performance-linked. Salida reports it is not an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
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
Asset composition
- Exchange Traded Equities55%
- US Government Bonds40%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1Christopher Muecke
Managing Member And Chief Compliance OfficerCRD 4433146
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SALIDA, CO
CHAFFEE
Location
SALIDA, CO
Headquartered in SALIDA, CO, in the West of the United States.
- Region
- West
- County
- CHAFFEE
- Address
- 123 G St
- Time zone
- MT (UTC-7)
- Office locations
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