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Saltbox Financial LLC registers with the SEC (Portsmouth, NH)
New SEC-registered adviser · CRD 130882 · 801-136998 · effective 2026-08-05
Effective 2026-08-05. 5 employees (3 advisory), $105M regulatory AUM across 212 accounts. Notice-filed in NH, ID, MA, NC, TX. Limited Liability Company (MA).
Has custodyNotice-filed in 5+ states
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Custodian / clearing
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance