FINANCIAL SOLUTIONS, INC.
Firm details
- Headquarters
- SKOKIE, Illinois
- CRD number
- 311787
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Financial Solutions, Inc. operates as a corporation focused on providing a range of financial services. The firm specializes in financial planning and portfolio management for both individuals and small businesses, as well as for larger institutions. Their advisory services include selecting other advisers, which indicates a comprehensive approach to asset management. The firm does not actively engage in ESG investments, suggesting a more traditional investment philosophy.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1NIRMAL KARTARI
PresidentCRD 6599679
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SKOKIE, IL
COOK
Location
SKOKIE, IL
Headquartered in SKOKIE, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- COOK
- Address
- 9350 Skokie Blvd
- Time zone
- CT (UTC-6)
- Office locations
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