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Salmon BAY Wealth Management, LLC

Headquartered in COEUR D'ALENE, ID

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Firm Information

Salmon BAY Wealth Management, LLC is an investment advisory firm that provides financial planning and portfolio management services for individuals. They have $4.1 million in regulatory assets under management and serve 9 clients. They do not offer wrap fee programs.

Salmon BAY Wealth Management, LLC

$4.10M

Assets Under Management

9

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

SALMON BAY WEALTH MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

COEUR D'ALENE, ID

Advisors at Salmon BAY Wealth Management, LLC

View All 1 Advisors
Unclaimed
Steven Ray Cole

RA

COEUR D'ALENE, ID

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Disclosures

There are no public disclosures for Salmon BAY Wealth Management, LLC.

Frequently Asked Questions (6)

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