MEZZASALMA ADVISORS

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	New Jersey, United States

Employees

Total Number of Employees	3
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	1
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	685	$230.9M
Non-Discretionary	3	$20,115
Total	688	$231.0M

Clients

Type	Number	RAUM
Individuals	145	$12.1M
HNW Individuals	132	$210.8M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	8	$8.1M
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	12
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	11-25

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation	% of AUMHourly chargesFixed fees
Other Business Activities	Accountant or accounting firm

Identifiers

SEC RIA File Number	801-120613
SEC ERA File Number	801-120613
SEC CIK Numbers	1864916
SEC CRD Numbers	129045
Legal Entity Identifier	None

Principal Office

67 APPLE ST
TINTON FALLS
NJ
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic