SOLO DIGITAL ADVISERS, LLC

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
2
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
DENVER, Colorado
CRD number
319462

Firm profile

FINTRX

Overview

Solo Digital Advisers, LLC is structured as a limited liability company and operates in the financial advisory space. The firm is classified as unclassified, indicating a flexible approach to its advisory services. While it does not focus on environmental, social, and governance (ESG) investments, it has carved out a niche in providing advisory services without being a capital allocator. The firm is owned by an individual, which may suggest a more personalized approach to client relationships and investment strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Michael Piche

    Chief Compliance OfficerCRD 7525601

Contacts

1 of 1
  • ALEX PICHE

    CCOCRD 7525533

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

DENVER, CO

DENVER

Location

DENVER, CO

Headquartered in DENVER, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
DENVER
Address
3625 S Hibiscus Way
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth