Overview
Assets Under Management: $276 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 37
Average Client Assets: $6.0 million
Frequently Asked Questions
SOLARIS ASSET MANAGEMENT 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 #129650), SOLARIS ASSET MANAGEMENT is subject to fiduciary duty under federal law.
SOLARIS ASSET MANAGEMENT is headquartered in NEW YORK, NY.
SOLARIS ASSET MANAGEMENT serves 37 high-net-worth clients according to their SEC filing dated January 30, 2018. View client details ↓
According to their SEC Form ADV, SOLARIS ASSET MANAGEMENT offers portfolio management for individuals and selection of other advisors. View all service details ↓
SOLARIS ASSET MANAGEMENT manages $276 million in client assets according to their SEC filing dated January 30, 2018.
According to their SEC Form ADV, SOLARIS ASSET MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.56%
Average Client Assets: $6.0 million
Total Client Accounts: 54
Discretionary Accounts: 54
Regulatory Filings
CRD Number: 129650
Filing ID: 1164530
Last Filing Date: 2018-01-30 15:15:00