SALVINI, BROOKE ALISON

SALVINI, BROOKE ALISON is an SEC-registered investment adviser (CRD 138087). Regulatory assets under management: $116.2M.

Registration

• CRD: 138087
• SEC file number: 801-135944
• Type: Registered investment adviser
• Phone: (805) 543-6622
• Latest filing: 2026-06-16
• Regulatory AUM: $116.2M
• Discretionary AUM: $116.2M
• Clients: 2
• Accounts: 57

Business model

Compensation: Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 138087 on SEC IAPD (source of record)
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