SALINAS ASSET MANAGEMENT, LLC
Firm details
- Headquarters
- TEXAS CITY, Texas
- CRD number
- 331141
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Salinas Asset Management, LLC is a small, fee-based advisory firm focused on discretionary portfolio management for individual and family clients and small businesses. The firm concentrates its allocations in equities, using exchange-traded instruments as the primary vehicle for client exposure. Investment activity appears centered on liquid, publicly traded securities for the bulk of client portfolios, supplemented by fixed-income mutual funds and targeted allocations to alternative strategies where appropriate. The firm does not identify as an active ESG investor and operates under a percentage-of-AUM fee model.
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 Equities75%
- Cash & Cash Equivalents25%
Owners & executives
1 of 1JOHNNY SALINAS
Chief Executive OfficerCRD 7456709
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
TEXAS CITY, TX
GALVESTON
Location
TEXAS CITY, TX
Headquartered in TEXAS CITY, TX, anchoring the Houston-The Woodlands, TX metro in the South.
- Metro area
- Houston-The Woodlands, TX
- Region
- South
- County
- GALVESTON
- Address
- 314 S East Rd
- Time zone
- CT (UTC-6)
- Office locations
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