Solido Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 165238
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.18%
- Individuals4.82%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Solido Financial LLC is an independent registered investment adviser organized as an LLC and privately owned. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM charge with fixed fees. Solido reports no focus on ESG investing, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant. The firm lists an insurance company among its industry affiliations.
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
- Public Funds/Mutual Funds73%
- Exchange Traded Equities24%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Daniel Armstrong
Registered RepresentativeCRD 4279963
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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