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, SEC-registered registered investment adviser formed as an LLC in 2007 and owned by an individual principal. The firm serves both high-net-worth individuals and families as well as some institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include asset-based fees, hourly billing, and fixed-fee engagements. The firm does not identify as an active ESG investor and is not classified as a multi-state adviser for registration purposes. Samalin Wealth received recognition 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 8JOHN 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 101Active vs passive
$133M in ETFs
80%
$106M
19%
$26.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANECK MERK GOLD ETF (OUNZ) | VanEck | Passive | Commodities Focused | $8M | 176,906 | 6.01% |
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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