Assets Under Management
$174.0M
Number of Clients
88
Number of Advisors
5
Average Client AUM
$2.0M
AUM per Advisor
$34.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
SAL offers financial planning and wealth management services to individuals, including stock option exercise planning, tax planning, and retirement analysis. It also provides discretionary and non-discretionary investment advisory services to institutional investors through Forward Contract Funds.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | Included |
| $1.0M - $5.0M | Included |
| $5M+ | Included |
43 W 23rd Street, Fl 2, New York, NY, 10010