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SALEM ADVISORY GROUP LLC

CRD 145697

Visit website

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

TypeClientsAUM
Individuals261$29.3M
High net worth individuals27$42.5M

All web addresses on file

Official SEC filing: View on IAPD