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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-07-2024
- Office Locations
- 1
Office Locations
About Salinas Asset Management, LLC
Wealthspire provides wealth management and financial planning with an investing platform, serving individuals and families as well as executives, business owners, attorneys, and endowments and foundations. The firm offers retirement advisory, OCIO, and family office services, supported by an internal team focused on identifying investment solutions. National footprint with multiple U.S. locations and regular market commentary and resources.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
JOHNNY SALINAS JR
Chief Executive Officer
- CRD
- #7456709
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $399,215 | -- |
| Non-Discretionary | $0 | -- |
| Total | $399,215 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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