SALZMAN FINANCIAL MANAGEMENT LLC

SALZMAN FINANCIAL MANAGEMENT LLC of BETHEL, CT is an SEC-registered investment adviser (CRD 127340). Regulatory assets under management: $44.4M.

Registration

• CRD: 127340
• Type: Registered investment adviser
• Location: 182 GRASSY PLAIN ST, BETHEL, CT, 06801
• Phone: 203-702-0162
• Latest filing: 2026-01-28
• Regulatory AUM: $44.4M
• Discretionary AUM: $44.4M
• Clients: 1
• Accounts: 94

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 127340 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search