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Building 2SOLOMON API LLC

Map pinROCKLEDGE, FL
Phone321-888-2599
NotebookSEC #801-113882
Total AUM
$389M
Employees
3
Clients
174

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1950 ROCKLEDGE
UNIT 201
ROCKLEDGE
FL 32955
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
321-888-2599
Other Offices
4

ReceiptFinancials

Total AUM
$389M
Accounts
2,204
Discretionary
$385M
Accounts
2,200
Non-Discretionary
$4M
Accounts
4

ContactClients

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Individual Clients
157
AUM
$64.4M
HNW Individual Clients
12
AUM
$22.2M
Investment Advisor Clients
5
AUM
$302.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLGAILMOTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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