Allie Elizabeth Henke

Saltbox Financial LLC

4 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingTax Planning

Saltbox Financial LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

52 clients

Average Client Portfolio

$1.6M average

Assets Under Management

$84.9M

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Location

Hudson, NH

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Saltbox Financial LLC

March 2024 - Present · 1 yr 11 mos

Previous Registrations

RBC Capital Markets, LLC

October 2021 - February 2024 · 2 yrs 4 mos

RBC Capital Markets, LLCBroker

July 2021 - February 2024 · 2 yrs 7 mos

State Registrations3 states

MANHTX

Advisor

Exams

No exam information available for this advisor.