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Building 2SOL CAPITAL MANAGEMENT CO

Map pinROCKVILLE, MD
Phone301-881-3727
NotebookSEC #801-29829
Total AUM
$3B
Employees
30
Clients
430

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
111 ROCKVILLE PIKE
SUITE 750
ROCKVILLE
MD 20850
United States
Operating Hours
9:00 A.M. TO 5:30 PM
Monday - Friday
Phone
301-881-3727
Other Offices
10

ReceiptFinancials

Total AUM
$3B
Accounts
1,105
Discretionary
$3B
Accounts
1,105
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
121
AUM
$44.9M
HNW Individual Clients
170
AUM
$1.3B
Pension/Profit Sharing Plan Clients
3
AUM
$58.8M
Charitable Organization Clients
4
AUM
$18.2M
Corporation or Business Clients
132
AUM
$1.6B

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADCDEFLMDNJNYTXVA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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