SALTBOX FINANCIAL LLC

SALTBOX FINANCIAL LLC of PORTSMOUTH, NH is an SEC-registered investment adviser (CRD 130882). Regulatory assets under management: $104.6M.

Registration

• CRD: 130882
• SEC file number: 801-136998
• Type: Registered investment adviser
• Location: 135 MCDONOUGH STREET, SUITE 335, PORTSMOUTH, NH, 03801
• Phone: (978) 572-2071
• Latest filing: 2026-07-02
• Regulatory AUM: $104.6M
• Discretionary AUM: $102.4M
• Non-discretionary AUM: $2.2M
• Clients: 5
• Accounts: 212

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Charities, Other.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 130882 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search