Overview
Assets Under Management: $284 million
Headquarters: CHARLOTTESVILLE, VA
High-Net-Worth Clients: 108
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 108
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.19
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 668
Discretionary Accounts: 632
Non-Discretionary Accounts: 36
Regulatory Filings
CRD Number: 150348
Last Filing Date: 2025-02-12 00:00:00
Website: https://solitudefinancial.com