A complete list of active advisors currently associated with Salem Asset Management

Warmer can help you find a great advisor at Salem Asset Management or one who fits your needs even better.

Salem Asset Management provides discretionary portfolio management services to individual (non‑HNW) clients and bills on a percentage‑of‑AUM basis, as described in its Form ADV Part 2. The firm reports approximately $3.7 million in regulatory assets under management across four client relationships. The firm's brochure describes its methods of analysis, investment strategies, and the risks of loss, and indicates that accounts are reviewed on a periodic basis with investment discretion exercised by the advisor. Formal policies and procedures for account reviews, trading, and client communications are outlined in the Form ADV (see Items 8, 13 and 16). What distinguishes Salem from many peers is its very small client base and low AUM, meaning the advisor works directly with a limited number of households rather than a larger roster. The Form ADV also documents operational matters such as brokerage practices, custody arrangements, and the firm’s code of ethics, showing these compliance and operational topics are addressed despite the practice’s small scale.

To learn more about the advisors currently working at Salem Asset Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.