Alfred
Salvino

Performance Wealth

CRD#409632
Investment Advisor
in Marco Island, FL

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About this Advisor

Alfred Salvino is a financial advisor who works out of Marco Island, Florida with a total of 2 years of industry experience. Salvino currently works for Performance Wealth. Their career trajectory has included roles at Performance Wealth Partners, LLC and William Blair & Company L.L.C. Salvino has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in California, Florida and Illinois. Performance Wealth is a business headquartered in Hinsdale, IL. The company has offices in two locations and a total of 11 advisors. It manages $2 billion in assets under management among its 1,837 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 1,837 customer accounts, 56% belong to high-net-worth clients who have more than $1 million in investable assets. Performance Wealth provides a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fee schedules usually vary depending on the type of financial services. Fees billed by Performance Wealth typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

Marco Island, FL

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Performance Wealth Brokerage Details

Total Assets Under Management

$1,901,033,251

FL Average: $6,674,516,078
Total Number of Employees

11

FL Average: 44
Total Number of Accounts

1,837

FL Average: 2,564
Average Account Size

$1,034,858

FL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Alfred Salvino Work History

Alfred has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Performance Wealth Partners, LLC

1988 - 2021 (33 years)

William Blair & Company L.L.C

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Alfred Salvino to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Performance Wealth

Ivana Vukanic
Hinsdale, IL
Charles Lesser
Hinsdale, IL
Anes Kadiric
Hinsdale, IL
Ryan Gough
Hinsdale, IL
John Salvino
Hinsdale, IL
Thomas Salvino
Naples, FL
Alfred Salvino
Marco Island, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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