SALTBOX FINANCIAL LLC
Firm details
- Headquarters
- AMESBURY, Massachusetts
- CRD number
- 130882
- Website
- www.peaceofmoney.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI82.23%
- Individuals10.81%
- Charitable Organizations6.96%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Saltbox Financial LLC is an independent, privately owned registered investment adviser organized as an LLC that serves individual and family clients. The firm functions as a capital allocator and provides financial planning, discretionary portfolio management for individuals and small businesses, and third‑party adviser selection. Its fee model includes a percentage of assets under management, hourly charges, and other fee arrangements. According to FINTRX data, Saltbox does not present itself as an active ESG investor and is not identified as a multistate adviser.
Assets & Accounts
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
- Public Funds/Mutual Funds47%
- Cash & Cash Equivalents18%
- State & Local Bonds16%
- Exchange Traded Equities12%
- Investment Grade Corp Bonds4%
Contacts
3 of 5Cassandra Mastromarino
Client Services AssociateCRD 6714282
KAMERYNN BONN
Investment Adviser RepresentativeCRD 7358790
Jenna Rodrigues
Tax ManagerCRD 6867774
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AMESBURY, MA
ESSEX
Location
AMESBURY, MA
Headquartered in AMESBURY, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- ESSEX
- Address
- 110 Haverhill Rd
- Time zone
- ET (UTC-5)
- Office locations
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