Solidity Financial LLC

RIASEC Registered
Total AUM
$73.5M
Discretionary
$73.5M
100% of AUM
Avg account
$179K
Accounts
410
Employees
2
Advisory reps
3

Firm details

Headquarters
Shoreview, Minnesota
CRD number
157308
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI56.59%
  • Individuals43.26%
  • Corporations / Businesses0.15%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Solidity Financial LLC is an independent, individual-owned registered investment adviser serving primarily individual and family clients. The firm charges fees based on a percentage of assets under management and focuses on financial planning and portfolio management for individuals and small businesses. Solidity identifies as a single-state adviser and does not position itself as an ESG-focused manager or a pension consultant. It is not a capital allocator or a related adviser; instead it relies on third-party managers for alternative exposures. The firm lists an accountant among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 98%, Cash & Cash Equivalents 2%98%
  • Public Funds/Mutual Funds98%
  • Cash & Cash Equivalents2%

Owners & executives

1 of 1
  • Brandon Wood

    Brandon Wood

    CEOCRD 4671788

Contacts

2 of 2
  • Warren Mesenbring

    PartnerCRD 6320719

  • Charles Scott

    Charles Scott

    General ManagerCRD 5541631

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Shoreview, MN

Ramsey

Location

Shoreview, MN

Headquartered in Shoreview, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Ramsey
Address
520 Highway 96 W
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth