Overview
Assets Under Management: $362 million
Headquarters: ROCKLEDGE, FL
High-Net-Worth Clients: 3
Average Client Assets: $109 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 3
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.61
Average High-Net-Worth Client Assets: $109 million
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