Solomon Investment Group, Inc.
RIASEC Registered
Total AUM
$6.9M
Discretionary
$6.9M
100% of AUM
Avg account
$58.3K
Accounts
119
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 144575
- Custodians
- FIRST CLEARING, LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Portfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Solomon Investment Group, Inc. is a privately owned corporate RIA that serves individual and family clients through portfolio management and educational workshops. It operates as a non-independent retail adviser and also conducts insurance brokerage. Compensation is a mix of percentage-of-AUM fees and hourly charges. The firm does not describe itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state or pension consultant adviser.
Assets & Accounts
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
- Cash & Cash Equivalents51%
- Exchange Traded Equities48%
- Public Funds/Mutual Funds1%
Contacts
1 of 1
Alice Solomon
President and FounderCRD 1789872
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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