T
$30.0M Total AUM
$30.0M Disc. AUM
-- 3Y CAGR
1 Employees
45 ADV. Clients
13 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-05-2013
- Office Locations
- 1
Office Locations
-- Phoenix AZ
About T.a. Salomon Asset Management Pllc
T.a. Salomon Asset Management Pllc is a Phoenix-based RIA. The firm has been operating for 13 years. Managing $30.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and JP Morgan.
Team overview
60 AVG AGE
$30.0M AVG AUM / ADVISOR
$666.7K AVG AUM / CLIENT
13.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
Available
Services
Available
Owner & Executives
T
TERRY ALAN SALOMON
Chief Compliance Officer, Managing Member - Cco, President
- CRD
- #2411906
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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