1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SOLITUDE FINANCIAL SERVICES, INC.

Map pinCHARLOTTESVILLE, VA
Phone(434) 218-2201
NotebookSEC #801-117235
Total AUM
$363.5M
Employees
8
Clients
164

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
236 EAST HIGH STREET
CHARLOTTESVILLE
VA 22902
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(434) 218-2201

ReceiptFinancials

Total AUM
$363.5M
Accounts
787
Discretionary
$362.7M
Accounts
751
Non-Discretionary
$859.5K
Accounts
36

ContactClients

View more in analytics →

Individual Clients
31
AUM
$7.8M
HNW Individual Clients
133
AUM
$355.7M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLMDNCPATXVAWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account