| Entity Name: | SALZMAN FINANCIAL MANAGEMENT LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Sub status: | Annual report due |
| Date Formed: | 13 May 2004 (Companies founded in May 2004) |
| Business ALEI: | 0784723 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 182 GRASSY PLAIN ST, BETHEL, CT, 06801, United States |
| Mailing address: | 182 GRASSY PLAIN ST, BETHEL, CT, United States, 06801 |
| ZIP code: | 06801 (Companies in Fairfield, 06801) |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | ps@salzmanfm.com |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SALZMAN FINANCIAL MANAGEMENT LLC 401K PLAN | 2023 | 201188689 | 2024-06-17 | SALZMAN FINANCIAL MANAGEMENT LLC | 2 | |||||||||||||||||||||||||||||||||
|
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| Role | Plan administrator |
| Date | 2024-06-17 |
| Name of individual signing | PETER SALZMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-06-17 |
| Name of individual signing | PETER SALZMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2022-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2037020162 |
| Plan sponsor’s address | 182 GRASSY PLAIN ROAD, BETHEL, CT, 06801 |
Signature of
| Role | Plan administrator |
| Date | 2024-06-17 |
| Name of individual signing | PETER SALZMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2024-06-17 |
| Name of individual signing | PETER SALZMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 002 |
| Effective date of plan | 2022-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2037020162 |
| Plan sponsor’s address | 182 GRASSY PLAIN ROAD, BETHEL, CT, 06801 |
Signature of
| Role | Plan administrator |
| Date | 2023-08-16 |
| Name of individual signing | PETER SALZMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| Role | Employer/plan sponsor |
| Date | 2023-08-16 |
| Name of individual signing | PETER SALZMAN |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| PETER SALZMAN | Agent | 182 GRASSY PLAIN ST, BETHEL, CT, 06801, United States | 182 GRASSY PLAIN ST, BETHEL, CT, 06801, United States | +1 203-648-7045 | ps@salzmanfm.com | 36 FAITH LN, DANBURY, CT, 06810, United States |
| Name | Role | Business address | Phone | Residence address | |
|---|---|---|---|---|---|
| PETER SALZMAN | Officer | 182 GRASSY PLAIN ST, BETHEL, CT, 06801, United States | +1 203-648-7045 | ps@salzmanfm.com | 36 FAITH LN, DANBURY, CT, 06810, United States |
| Credential | Credential type | Status | Status reason | Issue date | Effective date | Expiration date |
|---|---|---|---|---|---|---|
| CPAP.0003265 | CERTIFIED PUBLIC ACCOUNTING FIRM | INACTIVE | VOLUNTARY NON-RENEWAL | 1998-01-06 | 2019-01-01 | 2019-12-31 |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012083710 | 2024-01-19 | No data | Annual Report | Annual Report | No data |
| BF-0011280721 | 2023-01-23 | No data | Annual Report | Annual Report | No data |
| BF-0010278284 | 2022-01-21 | No data | Annual Report | Annual Report | 2022 |
| 0007076166 | 2021-01-22 | No data | Annual Report | Annual Report | 2021 |
| 0006731503 | 2020-01-24 | No data | Annual Report | Annual Report | 2020 |
| 0006334570 | 2019-01-24 | No data | Annual Report | Annual Report | 2019 |
| 0006051168 | 2018-02-01 | No data | Annual Report | Annual Report | 2018 |
| 0005889531 | 2017-07-17 | No data | Annual Report | Annual Report | 2013 |
| 0005889540 | 2017-07-17 | No data | Annual Report | Annual Report | 2015 |
| 0005889544 | 2017-07-17 | No data | Annual Report | Annual Report | 2016 |
Date of last update: 11 Nov 2024
Sources: Connecticut's Official State Website
