The Salvetti Group
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
FINTRXOverview
The Salvetti Group is an independent, individually owned limited liability company that provides fee-based wealth management primarily to individuals and families. The firm is registered with the SEC (registered in 2023) and charges clients on a percentage-of-assets-under-management basis. Its advisory work emphasizes portfolio management for individuals and small businesses as well as for business or institutional accounts. The firm is not identified as an active ESG investor and does not present itself as a capital allocator or pension consultant.
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
- Public Funds/Mutual Funds50%
- Exchange Traded Equities25%
- Cash & Cash Equivalents14%
- US Government Bonds5%
- State & Local Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 85Active vs passive
$249M in ETFs
71%
$176M
20%
$72.8M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 2000 INDEX FUND (VTWO) | Vanguard | Passive | Small Blend | $15.5M | 138,333 | 6.25% |
Location
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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