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SOLO CAPITAL STRATEGIES
14362 N Frank Lloyd Wright Blvd
Suite 1000
Scottsdale, Arizona 85260
Tel: 480-401-1787
About SOLO CAPITAL STRATEGIES
SOLO CAPITAL STRATEGIES, formally registered with the SEC as SOLO CAPITAL STRATEGIES. The firm was established in 10/07/2022. They have over 1 offices throughout the country.
SOLO CAPITAL STRATEGIES is a Scottsdale, Arizona based Financial Planning firm with nearly $20,000 assets under management, offering retirement planning & investment advisory services to 1 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 318236 |
| SEC# | 801-123280 |
| Assets Managed by Firm | $20,000 |
| No. of Clients | 1 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1 | $20,000 |
| High net worth individuals | 1 | $20,000 |
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