Solido Financial LLC
RIASEC Registered
Total AUM
$19.3M
Discretionary
$19.3M
100% of AUM
Avg account
$741K
Accounts
26
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 165238
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.18%
- Individuals4.82%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Solido Financial LLC is an independent, individual-owned registered investment adviser that focuses on serving individuals and families. The firm provides financial planning and portfolio management for individual and small-business clients and charges a mix of percentage-of-AUM and fixed fees. Solido is not organized as a capital allocator or a multi-state adviser and does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds73%
- Exchange Traded Equities24%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Daniel Armstrong
Registered RepresentativeCRD 4279963
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
KO Financial
RIAAUM $19.3MTEAM 1REPS 1
Balancing Life Financial Planning
RIAOrange, CA
AUM $19.3MTEAM 2REPS 2
M.A. Global Investment Advisor, LLC
RIASouthfield, MI
AUM $19.3MTEAM 1REPS 1
Marnoa Private Wealth Counsel Ltd.
RIAWaterlooontario
AUM $19.3MTEAM 3REPS 3
Silver Maple Financial, LLC
RIAAUM $19.3MTEAM 1REPS 1
Chaim Investment Advisors LLC
RIAAUM $19.3MTEAM 1REPS 1