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| hi!! I just updated the data, let me know if anything looks off, I'll fix it! |
| Solomon API LLC
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|---|---|
| CRD # | 159471 |
| SEC # | 801-113882 |
| CIK # | |
| AUM | $362.0 M (2025-04-09) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 321-888-2599 |
| Address | 1950 Rockledge Rockledge, FL 32955 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,341 | 328.0 |
| (b) Individuals (high net worth individuals) | 36 | 34.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,377 | 362.0 |
| By Discretionary | ||
| Discretionary | 1,377 | 362.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,377 | 362.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.0 | |
| United States Persons | 361.0 | |
| Total | 1,377 | 362.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Roger Wittlin Investment Advisory LLC
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|
0.4 | |
|
Brandon Financial Planning Inc
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TN | 0.4 |
|
Fellowship Financial Planning LLC
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WA | 0.4 |
|
Wills Financial Group LLC
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VA | 0.4 |
|
Cedar Wealth Management LLC
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|
CA | 0.4 |
|
Capstone Capital LLC
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NV | 0.4 |
|
Red Wave Investments LLC
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|
PA | 0.4 |
|
Leading Edge Financial Planning LLC
✚
|
TN | 0.4 |
|
Oneascent Family Office LLC
✚
|
AL | 0.4 |
|
Westbourne Investment Advisors Inc
✚
|
MD | 0.4 |