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SALTBOX FINANCIAL LLC
CRD 130882
110 HAVERHILL RD., SUITE 307, AMESBURY, MA, 01913, United States
Phone
978-572-2071
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$97.3M
Discretionary AUM
$95.4M
Team
5 total employees; 3 advisory reps; 184 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; TAX PREP FEES
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersTAX PREPARATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $10.5M |
| High net worth individuals | 26 | $80.0M |
All web addresses on file
Official SEC filing: View on IAPD