The Salvetti Group

Overview

The Salvetti Group is an independent registered investment adviser organized as an LLC and SEC-registered in 2023. It is owned by an individual and serves primarily individual and family clients, charging fees as a percentage of assets under management. The firm's advisory mandate centers on portfolio management for individuals and small businesses, and it also offers portfolio management services to business or institutional clients. The firm is not structured as a capital allocator or a multi-state adviser and does not identify as an active ESG investor. It does not position itself as a pension consultant or a related adviser. Its setup and service mix suggest a traditional fee-based wealth manager focused on discretionary portfolio management rather than operating a fund vehicle.

Assets & Accounts

Public Holdings

Investments & Alternatives