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SALVINI FINANCIAL PLANNING

SALVINI, BROOKE ALISON

CRD 138087 · SEC 801-135944

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

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CA, United States

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$116.2M

Discretionary AUM

$116.2M

Team

2 total employees; 1 advisory reps; 28 broker-dealer reps

Clients

51-100

Fees

Hourly charges; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-06-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals19$8.0M
High net worth individuals38$108.2M

States served

CA, FL

All web addresses on file

Official SEC filing: View on IAPD