T.A. Salomon Asset Management Pllc

Overview

T.A. Salomon Asset Management Pllc is a small, discretionary wealth manager that focuses on portfolio management for individuals and small businesses. The firm charges clients on a percentage-of-AUM fee basis and concentrates its investment activity on exchange-traded equities. Portfolios are managed with an equity-first orientation, delivered through separately managed account (SMA) structures and liquid exchange-traded vehicles rather than through a heavy allocation to fixed income or cash. The firm does not identify as an ESG investor and is not structured as a multi-state adviser or pension consultant.

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Public Holdings

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Location & Offices