Solebury Asset Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 297811
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals65.54%
- HNWI21.39%
- Pension & Profit Sharing Plans12.16%
- Corporations / Businesses0.91%
- Services
- Portfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Solebury Asset Management LLC is a privately owned limited liability company operating as a non-independent retail registered investment adviser. The firm serves both individual and family clients as well as institutional relationships, charging fees tied to a percentage of assets under management. Primary advisory services documented include portfolio management for individuals and small businesses and pension consulting-style work; the firm is also affiliated with an insurance company. Solebury is not positioned as an ESG-focused manager and is not presented as a multi-state or newly formed adviser.
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 Equities49%
- Public Funds/Mutual Funds44%
- Cash & Cash Equivalents2%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
1 of 1
Michael Scavullo
OwnerCRD 2537103
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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