DFX Intelligence
Data Factory
Reading the graph
Reading the graph
CRD 324646
SHREWSBURY, NJ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| MICHAEL MARTIN SALERNO | n/a | SHREWSBURY, NJ | 3 | 31 | 1 | no |
| GREGORY BRIAN WOODS | n/a | Newtown Square, PA | SHREWSBURY, NJ | 3 | 15 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ICE INVESTMENT HOLDINGS, LLC | Member | E | yes | 12/2022 | Mar 7, 2023 | Mar 8, 2024 |
| NPPG HOLDINGS, LLC | Member | E | yes | 12/2022 | Mar 7, 2023 | Mar 8, 2024 |
| SALERNO FAMILY TRUST | Member | E | yes | 12/2022 | Mar 7, 2023 | Mar 8, 2024 |
| Salerno-Bossie, Leonora, Carmela | Trustee | F | yes | 12/2022 | Mar 7, 2023 | Mar 8, 2024 |
| SALERNO, MICHAEL, MARTIN | PRESIDENT, MANAGING MEMBER | Na | yes | 12/2022 | Mar 7, 2023 | Mar 8, 2024 |
| WOODS, GREGORY, BRIAN | CHIEF COMPLIANCE OFFICER, DIRECTOR OF INVESTMENT & FIDUCIARY SERVICES | Na | yes | 12/2022 | Mar 7, 2023 | Mar 8, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| ARBOR TITLE SERVICES, LLC | n/a | n/a | n/a | N | yes | n/a |
| NATIONAL PROFESSIONAL PLANNING GROUP, INC. | n/a | n/a | n/a | N | yes | n/a |
| NPPG EMPLOYEE BENEFITS, LLC | n/a | n/a | n/a | N | yes | n/a |
| NPPG INVESTMENT SERVICES, LLC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 27, 2026 | $6.3B | $6.1B | 2 | 2 | 1 | n/a | n/a |
| 2024 | Mar 25, 2025 | $4.5B | $4.3B | 2 | 2 | 1 | n/a | n/a |
| 2023 | Mar 8, 2024 | $3.2B | $3.2B | 2 | 2 | 1 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $6.3B | $4.5B | 37.9% | n/a | n/a | 2 | 2 | 1 | 1 |