Solomon And Associates LLC

Overview

Solomon And Associates LLC is an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm serves a small, primarily individual and family clientele, providing financial planning and portfolio management for individuals, small businesses, and institutional/business accounts. Investment activity is skewed toward publicly traded equities — the firm reports a strong preference for exchange-traded instruments — while maintaining the ability to place capital into third‑party alternative managers for private deals and real assets. Fee arrangements are flexible, including assets‑under‑management fees alongside hourly and fixed-fee engagements, which supports both ongoing advisory relationships and project‑based planning work. Solomon And Associates is not an active ESG investor and is not registered as a multi‑state adviser. The firm does not operate as a capital allocator on behalf of other managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices