SOLITUDE FINANCIAL SERVICES, INC.
Firm details
- Headquarters
- CHARLOTTESVILLE, Virginia
- CRD number
- 150348
- Registered since
- August 23, 2019
- Website
- www.solitudefinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI97.85%
- Individuals2.15%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Solitude Financial Services, Inc. is an independent, owner-controlled registered investment adviser that began SEC registration in 2019. The firm serves individual and family clients (and small business owners for portfolio work), delivering financial planning and discretionary portfolio management. Its compensation model blends percentage-of-assets-under-management fees with hourly billing for some services. Solitude does not operate as an in-house capital allocator and is not positioned as an ESG-focused or multi-state specialist.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds54%
- Exchange Traded Equities32%
- Cash & Cash Equivalents14%
Owners & executives
1 of 1LINDLEE MILES
Chief Technology OfficerCRD 6461739
Contacts
3 of 7Ty Bilderback
Senior Wealth AdvisorCRD 3113353
GENE KOWALSKI
PrincipalCRD 5665299
Jacob Fleming
Associate Wealth PlannerCRD 6470155
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 25Active vs passive
$344M in ETFs
48%
$165M
9%
$179M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $75M | 910,220 | 21.78% |
Location
CHARLOTTESVILLE, VA
CHARLOTTESVILLE CITY
Location
CHARLOTTESVILLE, VA
Headquartered in CHARLOTTESVILLE, VA, in the South of the United States.
- Region
- South
- County
- CHARLOTTESVILLE CITY
- Address
- 236 E High St
- Time zone
- ET (UTC-5)
- Office locations
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