Solitude Financial Services, Inc.
Firm details
- Headquarters
- Charlottesville, Virginia
- CRD number
- 150348
- Registered since
- August 23, 2019
- Website
- www.solitudefinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI97.85%
- Individuals2.15%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Solitude Financial Services, Inc. is an independent registered investment adviser that began SEC registration in 2019 and is owned by an individual. The firm focuses on serving individual and family clients and provides financial planning and portfolio management for individuals and small businesses. Compensation comes through a percentage-of-AUM fee schedule alongside the availability of hourly charges. The firm is not positioned as a capital allocator, does not report active ESG investing, and is not organized as a multi-state or related 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
- Public Funds/Mutual Funds54%
- Exchange Traded Equities32%
- Cash & Cash Equivalents14%
Owners & executives
1 of 1
Lindlee Miles
Chief Technology OfficerCRD 6461739
Contacts
3 of 7
Ty Bilderback
Senior Wealth AdvisorCRD 3113353
Gene Kowalski
PrincipalCRD 5665299
Jacob Fleming
Associate Wealth PlannerCRD 6470155
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 26Active vs passive
$367M in ETFs
48%
$176M
8%
$190M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM) | State Street | $80.7M | 918,816 | 22.01% |
Location
Charlottesville, VA
Charlottesville City
Location
Charlottesville, VA
Headquartered in Charlottesville, VA, in the South of the United States.
- Region
- South
- County
- Charlottesville City
- Address
- 236 E High St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Masonry Capital Management, LLC
RIACharlottesville, VA
Rede Wealth, LLC
RIACharlottesville, VA
Fields Gottscho Capital Management LLC
RIACharlottesville, VA
Plustick Management LLC
RIACharlottesville, VA
Selby Lane Capital, LLC
RIACharlottesville, VA
Chase Investment Counsel Corporation
RIACharlottesville, VA