Solidity Financial LLC

Overview

Solidity Financial LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, with advisory work that includes financial planning and portfolio management for individuals and small businesses. Its fee model is a percentage of assets under management. The firm does not self-identify as an ESG investor, is not a multi-state adviser, and is not listed as a capital allocator. Regulatory filings also note an industry affiliation with an accountant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices