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Building 2SOLANO WEALTH MANAGEMENT

Map pinFAIRFIELD, CA
Phone(707) 435-8400
NotebookSEC #801-130590
Total AUM
$331.9M
Employees
7
Clients
459

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1300 OLIVER ROAD
SUITE 210
FAIRFIELD
CA 94534
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
(707) 435-8400

ReceiptFinancials

Total AUM
$331.9M
Accounts
740
Discretionary
$331.9M
Accounts
740
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
262
AUM
$71M
HNW Individual Clients
194
AUM
$249.5M
Pension/Profit Sharing Plan Clients
1
AUM
$1M
Charitable Organization Clients
1
AUM
$100.6K
Corporation or Business Clients
1
AUM
$10.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANVORTXWA

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

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