SALINAS ASSET MANAGEMENT, LLC

RIASEC Registered
Total AUM
$399K
Discretionary
$399K
100% of AUM
Avg account
$57K
Accounts
7
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 75%, Cash & Cash Equivalents 25%75%
  • Exchange Traded Equities75%
  • Cash & Cash Equivalents25%

Owners & executives

1 of 1
  • JOHNNY SALINAS

    Chief Executive OfficerCRD 7456709

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth