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SOLLINDA CAPITAL MANAGEMENT LLC

1111 Brickell Ave
10th Floor, Suite 68
Miami, Florida 33131
Tel: 828-455-4264

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About SOLLINDA CAPITAL MANAGEMENT LLC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#321742
SEC#801-127144
Assets Managed by Firm$916,803,171
No. of Clients1159
No. of Advisors14

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total1159$916,803,171
Individuals (other than high net worth individuals)1059$129,192,635
High net worth individuals78$153,546,541
Pension and profit sharing plans20$54,823,540
Other investment advisers2$579,240,455

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