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SALZMAN & CO., INC.
SALZMAN & CO., INC.
PITTSFORD, New York
·
3 registered advisors
·
CRD# 159703
SEC# 802-119510
0
(585) 586-7644
01
Firm Overview
AUM
$162M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at SALZMAN & CO., INC.
3 registered advisors
Douglas Turner Graves
PITTSFORD, New York
CRD# 7236591
Kathie Terese Mariano
GREENWICH, Connecticut
CRD# 6010805
Stephen Barry Salzman
PITTSFORD, New York
CRD# 1748711
05
Office Locations
PITTSFORD, New York
2 advisors
GREENWICH, Connecticut
1 advisor
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Data sourced from SEC Form ADV filings. SALZMAN & CO., INC. (CRD# 159703) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.