Samalin Wealth
Firm details
- Headquarters
- Chappaqua, New York
- CRD number
- 142214
- Registered since
- February 15, 2007
- Website
- samalinwealth.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI73.95%
- Individuals24.86%
- Pension & Profit Sharing Plans0.94%
- Corporations / Businesses0.25%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Samalin Wealth is an independent RIA organized as a limited liability company and registered with the SEC in 2007. The firm is owned by an individual and serves both individual/family and institutional clients. Its core advisory services are financial planning and portfolio management for individuals and small businesses. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee billing. Samalin Wealth reports that it does not act as a capital allocator and does not position itself as an active ESG investor. The firm was recognized on FA Magazine’s Top RIA Firms list in 2020.
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 Equities39%
- Public Funds/Mutual Funds36%
- Cash & Cash Equivalents13%
- Private Funds4%
- US Government Bonds2%
Contacts
3 of 8
John Fussell
Vice President, InvestmentsCRD 4420111
Andrew Samalin
CCO, PrincipalCRD 2133744
Thomas Beattie
Associate AdvisorCRD 2599387
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 108Active vs passive
$151M in ETFs
81%
$122M
18%
$28.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $6.9M | 9,286 | 4.60% |
Location
Chappaqua, NY
Westchester
Location
Chappaqua, NY
Headquartered in Chappaqua, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- Westchester
- Address
- 297 King St
- Time zone
- ET (UTC-5)
- Office locations
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