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SALZMAN FINANCIAL MANAGEMENT LLC
CRD 127340
182 GRASSY PLAIN ST, BETHEL, CT, 06801, United States
Phone
203-702-0162
Fax
815-572-0667
Registration
— (—)
Source
State registered
Total AUM
$44.4M
Discretionary AUM
$44.4M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $13.1M |
| High net worth individuals | 9 | $31.3M |
Official SEC filing: View on IAPD