SOLOMON INVESTMENTS & FINANCIAL PLANNING, LLC

RIASEC Registered

Total AUM

$4M

Discretionary

0% of AUM

Avg account

$53.3K

Accounts

Employees

Advisory reps

Firm details

Headquarters: MACON, Georgia
CRD number: 288867
Website: www.solomoninvestmentpartners.co.uk
Fee structure: Percentage of AUM, Hourly Charges
Client types: Individuals100%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Solomon Investments & Financial Planning, LLC operates as an independent registered investment advisor (RIA) and is structured as a limited liability company. The firm primarily caters to individuals and families, offering a range of financial planning services, portfolio management for individuals and small businesses, and pension consulting. Additionally, Solomon Investments & Financial Planning engages in educational seminars and workshops, providing clients with valuable insights into financial management. The firm does not actively pursue ESG investments and is not classified as a multi-state adviser.