SALIDA FINANCIAL ADVICE AND PLANNING

SALIDA FINANCIAL ADVICE AND PLANNING of SALIDA, CO is an SEC-registered investment adviser (CRD 317464). Regulatory assets under management: $16.3M.

Registration

• CRD: 317464
• Type: Registered investment adviser
• Location: 123 G STREET, SALIDA, CO, 81201
• Phone: 917-363-1287
• Latest filing: 2026-05-06
• Regulatory AUM: $16.3M
• Non-discretionary AUM: $16.3M
• Accounts: 21

Business model

Compensation: Fixed.

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 317464 on SEC IAPD (source of record)
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