SOL CAPITAL MANAGEMENT CO

111 Rockville Pike
Suite 750
Rockville, Maryland 20850
Tel: 301-881-3727

About SOL CAPITAL MANAGEMENT CO

SOL CAPITAL MANAGEMENT CO, formally registered with the SEC as SOL CAPITAL MANAGEMENT CO. The firm was established in 06/19/1987. They have over 10 offices throughout the country.

SOL CAPITAL MANAGEMENT CO is a Rockville, Maryland based Financial Planning firm with nearly $2,662,612,008 assets under management, offering retirement planning & investment advisory services to 1103 clients. The firm is staffed with 28 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110226
SEC#	801-29829
Assets Managed by Firm	$2,662,612,008
No. of Clients	1103
No. of Advisors	28

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	1103	$2,662,612,008
Individuals (other than high net worth individuals)	114	$40,862,317
High net worth individuals	156	$995,441,889
Pension and profit sharing plans	3	$55,398,229
Charitable organizations	4	$16,108,419
Corporations or other businesses	140	$1,554,801,154

More Retirement Planning firms in Rockville, Maryland:

Firm Name	Assets Under Management	Total Clients	Total Advisors
T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC. 100 East Pratt Street Baltimore, MD, 21202	$193,065,874,997	68	114
BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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