Financial Solutions
RIAState Registered
Total AUM
$32.4M
Discretionary
$32.4M
100% of AUM
Avg account
$611K
Accounts
53
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 131632
- Fee structure
- Percentage of AUM
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Solutions operates as a sole-proprietorship independent RIA serving individual and family clients. The firm is owned by an individual and charges clients a percentage-of-AUM fee. Its advisory scope is focused: financial planning and portfolio management for individuals and small businesses. The adviser is not positioned as a capital allocator to external private funds, is not an active ESG investor, and does not report multi-state registration or pension-consulting services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities60%
- Investment Grade Corp Bonds30%
- Cash & Cash Equivalents10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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