SALZMAN FINANCIAL MANAGEMENT LLC

Overview

Salzman Financial Management LLC is an independent, privately held registered investment adviser operating as a limited liability company and owned by an individual. The firm serves individual and family clients, offering financial planning and portfolio management services tailored to individuals and small businesses. Compensation is on a percentage-of-assets-under-management basis, and the firm reports managing client assets on a discretionary basis. The adviser does not position itself as an ESG-focused manager, does not act as a multi-state adviser, and is not organized as a capital allocator or pension consultant. Its business is that of a traditional boutique RIA focused on fee-based wealth management rather than third-party fund sponsorship or related-adviser activity.

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Location & Offices