SOLID ROCK INVESTMENT ADVISORY LLC
Firm details
- Headquarters
- CLEVELAND, Tennessee
- CRD number
- 339036
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Solid Rock Investment Advisory LLC is an independent, owner-operated registered investment adviser that serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. The firm charges based on a percentage of assets under management and also bills hourly for certain work. The adviser reports being an active ESG investor and is not positioned as a capital allocator or pension consultant. Its operating scale and service set indicate a small, client-focused practice rather than a multi-state or institutional manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Contacts
1 of 1VICTOR BOLTNIEW
Managing MemberCRD 5426117
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CLEVELAND, TN
BRADLEY
Location
CLEVELAND, TN
Headquartered in CLEVELAND, TN, anchoring the Chattanooga-Cleveland-Dalton, TN-GA metro in the South.
- Metro area
- Chattanooga-Cleveland-Dalton, TN-GA
- Region
- South
- County
- BRADLEY
- Address
- 1510 Stuart Rd NE
- Time zone
- CT (UTC-6)
- Office locations
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