Overview
Assets Under Management: $362 million
Headquarters: ROCKLEDGE, FL
High-Net-Worth Clients: 36
Average Client Assets: $944,444
Frequently Asked Questions
SOLOMON API 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 #159471), SOLOMON API LLC is subject to fiduciary duty under federal law.
SOLOMON API LLC is headquartered in ROCKLEDGE, FL.
SOLOMON API LLC serves 36 high-net-worth clients according to their SEC filing dated April 09, 2025. View client details ↓
According to their SEC Form ADV, SOLOMON API LLC offers financial planning and portfolio management for individuals. View all service details ↓
SOLOMON API LLC manages $362 million in client assets according to their SEC filing dated April 09, 2025.
According to their SEC Form ADV, SOLOMON API LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 9.39
Average High-Net-Worth Client Assets: $944,444
Total Client Accounts: 1,377
Discretionary Accounts: 1,377
Regulatory Filings
CRD Number: 159471
Filing ID: 1977825
Last Filing Date: 2025-04-09 09:22:00
Website: https://solomonapi.com