SALT VALLEY ASSOCIATES, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
1
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
LEHI, Utah
CRD number
314688

Firm profile

FINTRX

Overview

Salt Valley Associates, LLC operates as a limited liability company focused on investment management. The firm engages in various investment activities, primarily advising on pooled investment vehicles. While it does not classify itself under a specific advisory category, it is involved in managing hedge funds. The firm does not actively pursue ESG (Environmental, Social, and Governance) investments, indicating a more traditional approach to asset management.

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

Contacts

1 of 1
  • DAVID MELLING

    FounderCRD 2155672

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

LEHI, UT

UTAH

Location

LEHI, UT

Headquartered in LEHI, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.

Metro area
Salt Lake City-Provo-Orem, UT
Region
West
County
UTAH
Address
3450 N Triumph Blvd
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth