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SALIDA FINANCIAL ADVICE AND PLANNING

SALIDA FINANCIAL ADVICE AND PLANNING LLC

CRD 317464

Visit website

123 G STREET, SALIDA, CO, 81201, United States

Phone

917-363-1287

Fax

N/A

Registration

— (—)

Source

State registered

Total AUM

$16.3M

Discretionary AUM

$0

Team

0 total employees; 0 advisory reps; 21 broker-dealer reps

Clients

11-25

Fees

Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals20$15.0M

All web addresses on file

Official SEC filing: View on IAPD