Saltmarsh Financial Advisors
Financial Services • 
Pensacola, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 900 N 12th Ave, Pensacola, Florida, US |
| Phone number | +18504358300 |
| Website | |
| NAICS | 52 |
| Keywords | Financial Planning, Investment Advisory Services, Tax Optimization |
| Employees | 1-10 |
| Socials |
Key Contacts at Saltmarsh Financial Advisors
Christina Doss
Shareholder & Managing Director
Michael Hall
Director
Saltmarsh Financial Advisors Email Formats
Saltmarsh Financial Advisors uses 1 email format. The most common is {first initial}.{last name} (e.g., j.doe@saltmarshfa.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}.{last name} | j.doe@saltmarshfa.com | 100% |
About Saltmarsh Financial Advisors
Over 20 years ago, Saltmarsh Financial Advisors, LLC was created to expand Saltmarsh Advisors suite of services for the client’s benefit. Our mission is to provide clients with a successful investment experience. Saltmarsh Financial Advisors operates as an independent investment advisor and fiduciary to ensure we are providing our clients with conflict-free investment management and financial planning that is always in their best interest. Our registered investment advisors have years of experience and diverse backgrounds in finance, investment management, accounting, tax, and estate planning. These differing perspectives add value and contribute to the success of the investment management and financial planning process. We are proud to partner with Dimensional Fund Advisors, one of the leading fund families in the world, to provide low-cost wealth management solutions to our clients based on Nobel-prize winning research. To learn more, visit: www.saltmarshfa.com Saltmarsh Financial Advisors is an affiliate of Saltmarsh, Cleaveland & Gund (@Saltmarsh), one of the largest CPA-led consulting firms in the Southeast with clients throughout the United States and overseas. In addition to audit, tax and accounting services, the firm offers information technology and managed services, litigation and dispute advisory, employee benefits administration, and many levels of specialized consulting services. For further information, visit: www.saltmarshcpa.com
Saltmarsh Financial Advisors revenue & valuation
| Annual revenue | $5,518,644 |
| Revenue per employee | $789,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $17,700,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Saltmarsh Financial Advisors has 5 employees across 2 departments.
Departments
Number of employees
Funding Data
Saltmarsh Financial Advisors has never raised funding before.
Saltmarsh Financial Advisors Tech Stack
Discover the technologies and tools that power Saltmarsh Financial Advisors's digital infrastructure, from frameworks to analytics platforms.
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Analytics
Australia
Germany
Finland
Japan
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Frequently asked questions
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