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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