Soloman Hill I LLC

RIASEC RegisteredEst. 2021
Total AUM
$33M
Discretionary
$33M
100% of AUM
Avg account
$33M
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
282237
Registered since
May 21, 2021
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Soloman Hill I LLC is a single-owner limited liability company that registered with the SEC in 2021. The firm is classified as Unclassified in the dataset and reports its primary business activity as "Other Financial Product Salesperson." Its advisory work centers on portfolio management for individuals and small businesses as well as for businesses or institutional entities. Fees are charged as a percentage of assets under management. The firm is not flagged as an active ESG investor, is not reported as a multistate adviser, and does not identify as a pension consultant or a related adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Contacts

2 of 2
  • Stephen Hernandez

    DirectorCRD 6587981

  • Manuel Agosto Matos

    CCO, Managing MemberCRD 2328564

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth