The Salvetti Group

RIASEC RegisteredEst. 2023
Total AUM
$634M
Discretionary
$634M
100% of AUM
Avg account
$330K
Accounts
1,923
Employees
6
Advisory reps
6

Firm details

Headquarters
Sacramento, California
CRD number
324974
Registered since
June 21, 2023
Website
www.thesalvettigroup.com
Custodians
RAYMOND JAMES & ASSOCIATES, INC.
Fee structure
Percentage of AUM
Client types
  • HNWI77.77%
  • Individuals22.23%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

The Salvetti Group is an SEC-registered limited liability advisory firm that manages portfolios for individuals, families and smaller institutions. It bills clients on a percentage-of-AUM basis and provides portfolio management services for individuals/small businesses as well as for business or institutional accounts. The firm does not characterize itself as an active ESG investor, is not a multi-state adviser, and does not operate as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 50%, Exchange Traded Equities 25%, Cash & Cash Equivalents 14%, US Government Bonds 5%, State & Local Bonds 2%, Other 2%, Investment Grade Corp Bonds 1%, Private Funds 1%50%
  • Public Funds/Mutual Funds50%
  • Exchange Traded Equities25%
  • Cash & Cash Equivalents14%
  • US Government Bonds5%
  • State & Local Bonds2%

Owners & executives

2 of 2
  • Lacey Fonseca

    Lacey Fonseca

    Chief Operating OfficerCRD 5126409

  • Marion Hebert

    Marion Hebert

    Chief Compliance OfficerCRD 3159591

Contacts

3 of 4
  • Americo Salvetti

    Americo Salvetti

    Managing PartnerCRD 2947134

  • Nicholas Salvetti

    Nicholas Salvetti

    Managing PartnerCRD 3041176

  • Terence Triantafillidis

    Terence Triantafillidis

    Investment Adviser RepresentativeCRD 7635314

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 114

Active vs passive

$245M in ETFs

Passive

67%

$164M

Active

24%

$81.1M

ETFProviderStyleCategoryValueShares% of portfolio
INNOVATOR US EQUITY 10 BUFFER ETF - QUARTERLY (ZALT)InnovatorActiveOptions Trading$14.2M437,1585.79%
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Location

Primary office

Sacramento, CA

Sacramento

Location

Sacramento, CA

Headquartered in Sacramento, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
Sacramento
Address
3455 American River Dr
Time zone
PT (UTC-8)
Office locations

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