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SOLOMON API LLC
1950 Rockledge
Unit 201
Rockledge, Florida 32955
Tel: 321-888-2599
About SOLOMON API LLC
SOLOMON API LLC, formally registered with the SEC as SOLOMON API LLC. The firm was established in 08/23/2018. They have over 5 offices throughout the country.
SOLOMON API LLC is a Rockledge, Florida based Financial Planning firm with nearly $280,000,000 assets under management, offering retirement planning & investment advisory services to 1123 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 159471 |
| SEC# | 801-113882 |
| Assets Managed by Firm | $280,000,000 |
| No. of Clients | 1123 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1123 | $280,000,000 |
| Individuals (other than high net worth individuals) | 1110 | $252,000,000 |
| High net worth individuals | 23 | $28,000,000 |
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