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SALTMARSH FINANCIAL ADVISORS, LLC
CRD 132248 · SEC 801-110278
900 N 12TH AVENUE, PENSACOLA, FL, 32501-3305, United States
Phone
850-435-8300
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$356.5M
Discretionary AUM
$356.5M
Team
6 total employees; 6 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 133 | $71.5M |
| High net worth individuals | 86 | $278.3M |
| Pension/profit sharing plans | 1 | $1.3M |
| Corporations/business entities | 4 | $5.5M |
States served
AL, GA, LA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD