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SOLUM PARTNERS
211 Congress Street
Suite 200
Boston, Massachusetts 02110
Tel: 617-655-9750
About SOLUM PARTNERS
SOLUM PARTNERS, formally registered with the SEC as SOLUM PARTNERS. The firm was established in 09/11/2020. They have over 1 offices throughout the country.
SOLUM PARTNERS is a Boston, Massachusetts based Financial Planning firm with nearly $1,876,700,000 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 30 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 310213 |
| SEC# | 801-119432 |
| Assets Managed by Firm | $1,876,700,000 |
| No. of Clients | 4 |
| No. of Advisors | 30 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $1,876,700,000 |
| Charitable organizations | Fewer than 5 clients | $274,700,000 |
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