SOLOMON API LLC

RIASEC RegisteredEst. 2018
Total AUM
$389M
Discretionary
$385M
99% of AUM
Avg account
$176K
Accounts
2,204
Employees
3
Advisory reps
3

Firm details

Headquarters
ROCKLEDGE, Florida
CRD number
159471
Registered since
August 23, 2018
Website
solomonapi.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • Other Investment Advisers77.72%
  • Individuals16.57%
  • HNWI5.72%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Solomon Api LLC is an independent SEC-registered investment adviser organized as an LLC and active since 2018. The firm advises both individual/family clients and institutional accounts, providing financial planning and discretionary portfolio management for individuals and small businesses. In addition to advisory work, the firm operates as an insurance broker and charges clients both a percentage of assets under management and hourly fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Exchange Traded Equities 90%, Non-Exchange Traded Equities 2%, US Government Bonds 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Non-Investment Grade Corp Bonds 1%, Derivatives 1%, Public Funds/Mutual Funds 1%, Private Funds 1%, Cash & Cash Equivalents 1%90%
  • Exchange Traded Equities90%
  • Non-Exchange Traded Equities2%
  • US Government Bonds1%
  • State & Local Bonds1%
  • Investment Grade Corp Bonds1%

Owners & executives

1 of 1

  • MATTHEW MYLAND

    Chief Investment OfficerCRD 2912931

Contacts

2 of 2

  • NICHOLAS SLOANE

    PresidentCRD 1325510

  • PAUL STANLEY

    Managing PartnerCRD 2912932

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

ROCKLEDGE, FL

BREVARD

Location

ROCKLEDGE, FL

Headquartered in ROCKLEDGE, FL, in the South of the United States.

Region
South
County
BREVARD
Address
1950 Rockledge Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth