Saliba Asset Management L.L.C.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$47,330,440
Clients
51
Advisors
1
of 2 employees
About
Saliba Asset Management provides discretionary investment management and related financial consulting to individuals — including high net worth clients — as well as trusts, estates, charitable organizations and retirement plans; the firm manages roughly $53.5 million for about 50 clients and also accepts one-off investment consultation and financial planning engagements. The firm documents client objectives and constraints in a Private Client Profile and conducts ongoing account oversight.
Portfolios are constructed from individual equities, mutual funds, ETFs, debt securities and, in select situations, limited partnerships or private placements, with investment decisions informed by fundamental, technical, charting and cyclical analysis. The firm generally exercises discretionary trading authority and maintains daily, weekly and quarterly monitoring and reporting routines tied to each client’s stated objectives.
Noteworthy disclosures in the brochure include a prior compliance matter in which the firm served two clients in a state before completing required adviser registration and then initiated registration once informed, a disclosure that is uncommon among peers. The firm’s principal also performs income tax return preparation for some clients and the firm may advise on or facilitate holdings in closely held private companies, including circumstances where the firm or principal receives compensation from those private companies — matters the brochure describes and discloses.
Client services
Expertise
Fee options
$0.01 - $1,000,000: 1.25% per annum $1,000,000+: 1.25% per annum
$400 per hour for financial planning and consulting
Minimum fee: $2,500 annually ($625 per quarter), negotiable and can be waived Fee-only: Financial planning and consulting services charged at $400 per hour, negotiable
Main office
112 South Side Square, Suite C
Huntsville AL 35801
Advisors at this office
1
Most active in
Alabama · Texas
Also doing business as
Saliba Asset Management L.L.C. · Saliba Financial Economics Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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