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- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-21-2023
- Office Locations
- 2
Office Locations
About THE Salvetti Group
The Salvetti Group (Central Valley Advisors, LLC) is an SEC-registered RIA with offices in Sacramento and Stockton, CA. The team provides financial planning and portfolio management, including retirement, education, longevity, risk management, and business planning, serving business owners, corporate executives, and families through retirement. The firm recommends clients maintain brokerage accounts at Raymond James, supporting a streamlined client access experience.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
LACEY B FONSECA LAWRENCE
CHIEF OPERATING OFFICER, PARTNER
- CRD
- #5126409
- Ownership
- 25% but less than 50%
NICHOLAS DANTE SALVETTI
PARTNER, Vice President
- CRD
- #3041176
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
Unlock allContacts
PATRICIA GALL PEDRUCCI
--
- CRD
- #2070518
TERENCE TRIANTAFILLIDIS
--
- CRD
- #7635314
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $633,744,497 | $329,560 |
| Non-Discretionary | $0 | -- |
| Total | $633,744,497 | $329,560 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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