Overview
Assets Under Management: $1.7 billion
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 44
Average Client Assets: $19.5 million
Frequently Asked Questions
SOLARIS ADVISORS, 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 #136683), SOLARIS ADVISORS, LLC is subject to fiduciary duty under federal law.
SOLARIS ADVISORS, LLC is headquartered in NEW YORK, NY.
SOLARIS ADVISORS, LLC serves 44 high-net-worth clients according to their SEC filing dated February 28, 2018. View client details ↓
According to their SEC Form ADV, SOLARIS ADVISORS, LLC offers portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
SOLARIS ADVISORS, LLC manages $1.7 billion in client assets according to their SEC filing dated February 28, 2018.
According to their SEC Form ADV, SOLARIS ADVISORS, LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 44
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.37%
Average Client Assets: $19.5 million
Total Client Accounts: 74
Discretionary Accounts: 29
Non-Discretionary Accounts: 45
Regulatory Filings
CRD Number: 136683
Filing ID: 1177722
Last Filing Date: 2018-02-28 10:02:00