Overview
Assets Under Management: $473 million
Headquarters: WAUKESHA, WI
High-Net-Worth Clients: 220
Average Client Assets: $1.2 million
Frequently Asked Questions
FINANCIAL SOLUTIONS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110149), FINANCIAL SOLUTIONS, LLC is subject to fiduciary duty under federal law.
FINANCIAL SOLUTIONS, LLC is headquartered in WAUKESHA, WI.
FINANCIAL SOLUTIONS, LLC serves 220 high-net-worth clients according to their SEC filing dated September 12, 2018. View client details ↓
According to their SEC Form ADV, FINANCIAL SOLUTIONS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
FINANCIAL SOLUTIONS, LLC manages $473 million in client assets according to their SEC filing dated September 12, 2018.
According to their SEC Form ADV, FINANCIAL SOLUTIONS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 220
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.77%
Average Client Assets: $1.2 million
Total Client Accounts: 1,119
Discretionary Accounts: 315
Non-Discretionary Accounts: 804
Regulatory Filings
CRD Number: 110149
Filing ID: 1240334
Last Filing Date: 2018-09-12 15:38:00