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Building 2WELTY/SOLARI CAPITAL ADVISORS LLC

Map pinLAFAYETTE, CA
Phone925-283-4960
NotebookSEC #801-67015
Total AUM
$26M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3650 MT. DIABLO BOULEVARD
SUITE 103
LAFAYETTE
CA 94549-3768
USA
Operating Hours
8AM - 5PM PACIFIC
Monday - Friday
Phone
925-283-4960

ReceiptFinancials

Total AUM
$26M
Accounts
2
Discretionary
$26M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACO

HandshakeAffiliates

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

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