1111 Brickell Ave
10th Floor, Suite 68
Miami, Florida 33131
Tel: 828-455-4264
SOLLINDA CAPITAL MANAGEMENT LLC, formally registered with the SEC as SOLLINDA CAPITAL MANAGEMENT LLC. The firm was established in 01/10/2023. They have over 2 offices throughout the country.
SOLLINDA CAPITAL MANAGEMENT LLC is a Miami, Florida based Financial Planning firm with nearly $916,803,171 assets under management, offering retirement planning & investment advisory services to 1159 clients. The firm is staffed with 14 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 321742 |
| SEC# | 801-127144 |
| Assets Managed by Firm | $916,803,171 |
| No. of Clients | 1159 |
| No. of Advisors | 14 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1159 | $916,803,171 |
| Individuals (other than high net worth individuals) | 1059 | $129,192,635 |
| High net worth individuals | 78 | $153,546,541 |
| Pension and profit sharing plans | 20 | $54,823,540 |
| Other investment advisers | 2 | $579,240,455 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $397,045,307,119 | 26 | 2932 | |
| $120,567,542,959 | 727 | 189 | |
| $118,191,936,095 | 97020 | 845 | |
| $97,371,716,804 | 38 | 578 | |
| $92,968,371,160 | 146 | 264 |
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