Overview
Assets Under Management: $284 million
Headquarters: CHARLOTTESVILLE, VA
High-Net-Worth Clients: 108
Average Client Assets: $3 million
Frequently Asked Questions
SOLITUDE FINANCIAL SERVICES, INC. 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 #150348), SOLITUDE FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
SOLITUDE FINANCIAL SERVICES, INC. is headquartered in CHARLOTTESVILLE, VA.
SOLITUDE FINANCIAL SERVICES, INC. serves 108 high-net-worth clients according to their SEC filing dated February 12, 2025. View client details ↓
According to their SEC Form ADV, SOLITUDE FINANCIAL SERVICES, INC. offers financial planning and portfolio management for individuals. View all service details ↓
SOLITUDE FINANCIAL SERVICES, INC. manages $284 million in client assets according to their SEC filing dated February 12, 2025.
According to their SEC Form ADV, SOLITUDE FINANCIAL SERVICES, INC. serves high-net-worth individuals. View client details ↓
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