Solitude Financial Services, Inc.

RIASEC Registered

Total AUM

$364M

Discretionary

$363M

100% of AUM

Avg account

$462K

Accounts

787

Employees

8

Advisory reps

8

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

FINTRX

Overview

Solitude Financial Services, Inc. is an independent, individually owned registered investment adviser that provides financial planning and portfolio management to individuals and small businesses. The firm is registered with the SEC (registered in 2019). Its billing mixes asset-based fees and hourly charges, and its stated advisory activities focus on financial planning and discretionary portfolio management for individual and family clients. Solitude does not identify as a capital allocator and is not classified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds54%
Exchange Traded Equities32%
Cash & Cash Equivalents14%

Owners & executives

Contacts

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 22

Active vs passive

$379M in ETFs

Passive

48%

$181M

Active

8%

$198M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF (SPYM)	State Street			$83.5M	929,834	21.99%

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Primary office

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

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