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SALEM ADVISORY GROUP LLC
CRD 145697
1332 POST ROAD, SUITE 2A, WELLS, ME, 04090, United States
Phone
207-641-8332
Fax
207-226-2095
Registration
— (—)
Source
State registered
Total AUM
$76.2M
Discretionary AUM
$76.2M
Team
4 total employees; 4 advisory reps; 4 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 261 | $29.3M |
| High net worth individuals | 27 | $42.5M |
All web addresses on file
Official SEC filing: View on IAPD