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SAMALIN WEALTH
SAMALIN INVESTMENT COUNSEL, LLC
CRD 142214 · SEC 801-67465
297 KING STREET, CHAPPAQUA, NY, 10514, United States
Phone
914-666-6600
Fax
914-666-6602
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$490.5M
Discretionary AUM
$445.3M
Team
13 total employees; 8 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 417 | $121.9M |
| High net worth individuals | 122 | $362.7M |
| Pension/profit sharing plans | 2 | $4.6M |
| Corporations/business entities | 3 | $1.2M |
States served
CA, CO, DE, GA, MD, MA, NE, NJ, NY, NC, PA, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD